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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 | $35,053 | $52,884-33.7% | $84,753-58.6% | $55,167-36.5% |
| Participation rate | 38.1% | 67.5%-29.4pp | 76.6%-38.5pp | 69.0%-30.9pp |
| Annual return | 7.71% | 18.03%-10.3pp | 22.78%-15.1pp | 169.23%-161.5pp |
| Employer contribution / active EE | $694 | $2,233-68.9% | $3,574-80.6% | $1,963-64.7% |
| Participant deferral / active EE | $1,799 | $2,644-32.0% | $3,712-51.5% | $3,054-41.1% |
| Admin fee / account holder | $472 | $581-18.7% | $5,333-91.1% | $504-6.3% |