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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 | $31,855 | $56,894-44.0% | $84,753-62.4% | $62,881-49.3% |
| Participation rate | 41.0% | 68.5%-27.5pp | 76.6%-35.6pp | 69.3%-28.3pp |
| Annual return | 7.19% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $974 | $2,400-59.4% | $3,574-72.7% | $2,281-57.3% |
| Participant deferral / active EE | $1,103 | $2,709-59.3% | $3,712-70.3% | $3,203-65.6% |
| Admin fee / account holder | $1,133 | $3,581-68.4% | $5,333-78.7% | $4,296-73.6% |