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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 | $32,403 | $45,266-28.4% | $103,693-68.8% | $65,306-50.4% |
| Participation rate | 35.6% | 53.3%-17.7pp | 72.6%-37.1pp | 57.7%-22.1pp |
| Annual return | 18.67% | 25.10%-6.4pp | 47.61%-28.9pp | 21.94%-3.3pp |
| Employer contribution / active EE | $754 | $1,765-57.3% | $2,920-74.2% | $1,967-61.7% |
| Participant deferral / active EE | $1,756 | $2,099-16.4% | $4,579-61.7% | $2,959-40.7% |
| Admin fee / account holder | $1,511 | $3,221-53.1% | $7,858-80.8% | $3,480-56.6% |