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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 | $29,135 | $52,306-44.3% | $69,779-58.2% | $62,881-53.7% |
| Participation rate | 49.4% | 67.2%-17.8pp | 71.8%-22.4pp | 69.3%-19.9pp |
| Annual return | 7.01% | 13.35%-6.3pp | 12.99%-6.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $736 | $1,799-59.1% | $2,338-68.5% | $2,281-67.7% |
| Participant deferral / active EE | $1,190 | $2,395-50.3% | $2,931-59.4% | $3,203-62.9% |
| Admin fee / account holder | $2,125 | $3,691-42.4% | $4,381-51.5% | $4,296-50.5% |