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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 | $35,349 | $76,834-54.0% | $108,359-67.4% | $87,485-59.6% |
| Participation rate | 40.2% | 61.7%-21.5pp | 70.1%-29.9pp | 68.9%-28.7pp |
| Annual return | 22.67% | 19.09%+3.6pp | 36.89%-14.2pp | 26.06%-3.4pp |
| Employer contribution / active EE | $721 | $1,556-53.7% | $2,399-69.9% | $2,596-72.2% |
| Participant deferral / active EE | $1,891 | $3,100-39.0% | $4,137-54.3% | $4,274-55.7% |
| Admin fee / account holder | $601 | $6,537-90.8% | $9,741-93.8% | $7,775-92.3% |