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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 | $34,899 | $53,774-35.1% | $134,162-74.0% | $79,856-56.3% |
| Participation rate | 55.2% | 58.8%-3.6pp | 72.2%-17.0pp | 69.6%-14.5pp |
| Annual return | 17.02% | 19.01%-2.0pp | 36.35%-19.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $560 | $1,322-57.6% | $3,705-84.9% | $2,471-77.4% |
| Participant deferral / active EE | $1,186 | $2,420-51.0% | $3,500-66.1% | $3,741-68.3% |
| Admin fee / account holder | $1,159 | $3,985-70.9% | $6,685-82.7% | $5,306-78.2% |