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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 | $77,574-54.4% | $108,753-67.5% | $86,983-59.4% |
| Participation rate | 40.2% | 62.3%-22.1pp | 71.1%-30.8pp | 69.5%-29.3pp |
| Annual return | 22.67% | 18.42%+4.2pp | 37.47%-14.8pp | 25.83%-3.2pp |
| Employer contribution / active EE | $721 | $1,611-55.2% | $2,427-70.3% | $2,584-72.1% |
| Participant deferral / active EE | $1,891 | $3,128-39.5% | $4,115-54.0% | $4,194-54.9% |
| Admin fee / account holder | $601 | $6,529-90.8% | $10,320-94.2% | $7,856-92.4% |