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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,102 | $67,602-57.0% | $82,312-64.6% | $70,126-58.5% |
| Participation rate | 42.6% | 72.8%-30.1pp | 76.9%-34.2pp | 69.5%-26.9pp |
| Annual return | 20.67% | 21.57%-0.9pp | 25.88%-5.2pp | 73.15%-52.5pp |
| Employer contribution / active EE | $839 | $1,755-52.2% | $2,428-65.5% | $2,343-64.2% |
| Participant deferral / active EE | $1,375 | $2,987-54.0% | $3,706-62.9% | $3,332-58.7% |
| Admin fee / account holder | $1,171 | $4,512-74.0% | $5,608-79.1% | $4,645-74.8% |