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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 | $35,498 | $103,164-65.6% | $90,259-60.7% | $154,746-77.1% |
| Participation rate | 28.6% | 76.1%-47.5pp | 70.7%-42.2pp | 80.7%-52.1pp |
| Annual return | 13.38% | 19.25%-5.9pp | 18.88%-5.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $324 | $2,532-87.2% | $2,291-85.9% | $4,379-92.6% |
| Participant deferral / active EE | $2,164 | $4,422-51.1% | $3,827-43.5% | $6,730-67.9% |
| Admin fee / account holder | $510 | $8,593-94.1% | $7,267-93.0% | $14,365-96.5% |