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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 | $55,932-28.5% | $76,735-47.8% | $67,986-41.1% |
| Participation rate | 22.2% | 50.8%-28.6pp | 69.5%-47.3pp | 57.2%-35.0pp |
| Annual return | 16.46% | 23.10%-6.6pp | 29.77%-13.3pp | 31.67%-15.2pp |
| Employer contribution / active EE | $466 | $1,487-68.7% | $2,454-81.0% | $2,019-76.9% |
| Participant deferral / active EE | $936 | $2,558-63.4% | $4,088-77.1% | $3,358-72.1% |
| Admin fee / account holder | $4,532 | $4,907-7.6% | $7,189-37.0% | $3,203+41.5% |