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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 | $35,027 | $59,335-41.0% | $129,031-72.9% | $69,733-49.8% |
| Participation rate | 51.7% | 43.3%+8.4pp | 73.4%-21.7pp | 62.5%-10.8pp |
| Annual return | 11.40% | 19.52%-8.1pp | 34.67%-23.3pp | 15.22%-3.8pp |
| Employer contribution / active EE | $252 | $1,639-84.6% | $3,226-92.2% | $2,250-88.8% |
| Participant deferral / active EE | $2,064 | $2,485-17.0% | $5,217-60.4% | $3,054-32.4% |
| Admin fee / account holder | $1,857 | $3,940-52.9% | $13,208-85.9% | $3,102-40.1% |