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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 | $29,776 | $78,027-61.8% | $178,528-83.3% | $80,925-63.2% |
| Participation rate | 43.2% | 65.7%-22.4pp | 77.1%-33.9pp | 67.7%-24.4pp |
| Annual return | 10.84% | 18.09%-7.3pp | 27.11%-16.3pp | 35.65%-24.8pp |
| Employer contribution / active EE | $835 | $2,281-63.4% | $3,950-78.9% | $2,756-69.7% |
| Participant deferral / active EE | $1,859 | $4,408-57.8% | $6,278-70.4% | $4,299-56.7% |
| Admin fee / account holder | $1,081 | $7,168-84.9% | $10,419-89.6% | $6,940-84.4% |