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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 | $99,380-64.3% | $90,312-60.7% | $155,188-77.1% |
| Participation rate | 28.6% | 77.3%-48.8pp | 72.9%-44.3pp | 80.8%-52.2pp |
| Annual return | 13.38% | 19.35%-6.0pp | 18.90%-5.5pp | 148.84%-135.5pp |
| Employer contribution / active EE | $324 | $2,390-86.4% | $2,243-85.6% | $4,248-92.4% |
| Participant deferral / active EE | $2,164 | $4,212-48.6% | $3,749-42.3% | $6,531-66.9% |
| Admin fee / account holder | $510 | $9,766-94.8% | $8,248-93.8% | $14,480-96.5% |