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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 | $78,013-37.0% | $178,449-72.5% | $80,911-39.2% |
| Participation rate | 38.7% | 65.7%-27.0pp | 77.1%-38.4pp | 67.6%-28.9pp |
| Annual return | 10.93% | 18.07%-7.1pp | 27.09%-16.2pp | 35.63%-24.7pp |
| Employer contribution / active EE | $987 | $2,287-56.8% | $3,951-75.0% | $2,756-64.2% |
| Participant deferral / active EE | $1,441 | $4,408-67.3% | $6,277-77.0% | $4,297-66.5% |
| Admin fee / account holder | $2,502 | $7,166-65.1% | $10,362-75.9% | $6,935-63.9% |