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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 | $37,483 | $105,623-64.5% | $87,502-57.2% | $273,972-86.3% |
| Participation rate | 40.0% | 78.2%-38.2pp | 73.8%-33.8pp | 83.0%-43.0pp |
| Annual return | 10.70% | 12.26%-1.6pp | 12.21%-1.5pp | 41.46%-30.8pp |
| Employer contribution / active EE | $955 | $3,141-69.6% | $2,550-62.5% | $4,869-80.4% |
| Participant deferral / active EE | $2,557 | $3,601-29.0% | $3,149-18.8% | $5,287-51.6% |
| Admin fee / account holder | $804 | $4,781-83.2% | $4,221-81.0% | $10,133-92.1% |