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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 | $32,327 | $41,377-21.9% | $109,313-70.4% | $62,881-48.6% |
| Participation rate | 41.6% | 57.5%-16.0pp | 71.3%-29.7pp | 69.3%-27.7pp |
| Annual return | 6.16% | 11.05%-4.9pp | 22.07%-15.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $770 | $1,276-39.6% | $3,892-80.2% | $2,281-66.2% |
| Participant deferral / active EE | $1,210 | $2,045-40.9% | $3,166-61.8% | $3,203-62.2% |
| Admin fee / account holder | $1,580 | $2,884-45.2% | $5,666-72.1% | $4,296-63.2% |