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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 | $35,449 | $49,657-28.6% | $93,063-61.9% | $67,986-47.9% |
| Participation rate | 48.6% | 49.9%-1.3pp | 72.1%-23.5pp | 57.2%-8.6pp |
| Annual return | 14.00% | 26.27%-12.3pp | 34.15%-20.2pp | 31.67%-17.7pp |
| Employer contribution / active EE | $659 | $1,279-48.5% | $2,476-73.4% | $2,019-67.4% |
| Participant deferral / active EE | $2,365 | $2,484-4.8% | $3,958-40.3% | $3,358-29.6% |
| Admin fee / account holder | $464 | $2,843-83.7% | $6,033-92.3% | $3,203-85.5% |