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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 | $35,018 | $78,015-55.1% | $178,505-80.4% | $80,959-56.7% |
| Participation rate | 38.7% | 65.7%-27.0pp | 77.1%-38.4pp | 67.7%-29.0pp |
| Annual return | 11.65% | 18.10%-6.5pp | 27.16%-15.5pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,140 | $2,281-50.0% | $3,955-71.2% | $2,757-58.6% |
| Participant deferral / active EE | $1,897 | $4,406-56.9% | $6,280-69.8% | $4,300-55.9% |
| Admin fee / account holder | $873 | $7,160-87.8% | $10,428-91.6% | $6,925-87.4% |