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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 | $40,019 | $56,121-28.7% | $92,985-57.0% | $64,340-37.8% |
| Participation rate | 22.2% | 44.9%-22.7pp | 69.5%-47.3pp | 55.2%-33.0pp |
| Annual return | 16.46% | 19.19%-2.7pp | 27.99%-11.5pp | 24.14%-7.7pp |
| Employer contribution / active EE | $466 | $1,351-65.5% | $2,662-82.5% | $1,862-75.0% |
| Participant deferral / active EE | $936 | $2,362-60.4% | $4,377-78.6% | $2,980-68.6% |
| Admin fee / account holder | $4,532 | $6,869-34.0% | $9,463-52.1% | $3,703+22.4% |