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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 | $29,737 | $63,949-53.5% | $129,031-77.0% | $94,015-68.4% |
| Participation rate | 35.9% | 63.4%-27.5pp | 73.4%-37.4pp | 70.8%-34.9pp |
| Annual return | 18.03% | 17.56%+0.5pp | 34.67%-16.6pp | 17.84%+0.2pp |
| Employer contribution / active EE | $899 | $1,865-51.8% | $3,226-72.1% | $2,790-67.8% |
| Participant deferral / active EE | $2,062 | $3,686-44.1% | $5,217-60.5% | $4,249-51.5% |
| Admin fee / account holder | $530 | $5,523-90.4% | $13,208-96.0% | $8,951-94.1% |