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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 | $33,059 | $49,025-32.6% | $87,502-62.2% | $62,881-47.4% |
| Participation rate | 63.2% | 64.9%-1.7pp | 73.8%-10.7pp | 69.3%-6.1pp |
| Annual return | 7.28% | 10.02%-2.7pp | 12.21%-4.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $430 | $1,372-68.7% | $2,550-83.2% | $2,281-81.2% |
| Participant deferral / active EE | $935 | $2,289-59.1% | $3,149-70.3% | $3,203-70.8% |
| Admin fee / account holder | $673 | $4,065-83.4% | $4,221-84.0% | $4,296-84.3% |