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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 | $49,159 | $78,015-37.0% | $178,505-72.5% | $80,959-39.3% |
| Participation rate | 38.7% | 65.7%-27.0pp | 77.1%-38.4pp | 67.7%-29.0pp |
| Annual return | 10.93% | 18.10%-7.2pp | 27.16%-16.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $987 | $2,281-56.7% | $3,955-75.0% | $2,757-64.2% |
| Participant deferral / active EE | $1,441 | $4,406-67.3% | $6,280-77.1% | $4,300-66.5% |
| Admin fee / account holder | $2,502 | $7,160-65.1% | $10,428-76.0% | $6,925-63.9% |