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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 | $34,639 | $53,774-35.6% | $134,162-74.2% | $79,856-56.6% |
| Participation rate | 42.3% | 58.8%-16.5pp | 72.2%-29.9pp | 69.6%-27.3pp |
| Annual return | 18.52% | 19.01%-0.5pp | 36.35%-17.8pp | 31.71%-13.2pp |
| Employer contribution / active EE | $579 | $1,322-56.2% | $3,705-84.4% | $2,471-76.6% |
| Participant deferral / active EE | $1,804 | $2,420-25.4% | $3,500-48.4% | $3,741-51.8% |
| Admin fee / account holder | $2,290 | $3,985-42.5% | $6,685-65.7% | $5,306-56.8% |