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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 | $78,015-61.8% | $178,505-83.3% | $80,959-63.2% |
| Participation rate | 43.2% | 65.7%-22.4pp | 77.1%-33.9pp | 67.7%-24.4pp |
| Annual return | 10.84% | 18.10%-7.3pp | 27.16%-16.3pp | 35.67%-24.8pp |
| Employer contribution / active EE | $835 | $2,281-63.4% | $3,955-78.9% | $2,757-69.7% |
| Participant deferral / active EE | $1,859 | $4,406-57.8% | $6,280-70.4% | $4,300-56.8% |
| Admin fee / account holder | $1,081 | $7,160-84.9% | $10,428-89.6% | $6,925-84.4% |