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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 | $30,642 | $56,894-46.1% | $84,753-63.8% | $62,881-51.3% |
| Participation rate | 35.7% | 68.5%-32.8pp | 76.6%-40.9pp | 69.3%-33.6pp |
| Annual return | 6.77% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $873 | $2,400-63.6% | $3,574-75.6% | $2,281-61.7% |
| Participant deferral / active EE | $1,476 | $2,709-45.5% | $3,712-60.2% | $3,203-53.9% |
| Admin fee / account holder | $2,824 | $3,581-21.1% | $5,333-47.0% | $4,296-34.3% |