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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 | $29,349 | $51,222-42.7% | $70,544-58.4% | $75,173-61.0% |
| Participation rate | 53.8% | 61.0%-7.1pp | 68.4%-14.5pp | 67.2%-13.4pp |
| Annual return | 15.80% | 30.06%-14.3pp | 32.79%-17.0pp | 160.72%-144.9pp |
| Employer contribution / active EE | $932 | $1,827-49.0% | $2,976-68.7% | $2,671-65.1% |
| Participant deferral / active EE | $1,836 | $2,850-35.6% | $4,568-59.8% | $4,126-55.5% |
| Admin fee / account holder | $317 | $4,096-92.3% | $6,427-95.1% | $5,651-94.4% |