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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 | $31,870 | $73,787-56.8% | $98,716-67.7% | $82,448-61.3% |
| Participation rate | 39.3% | 61.4%-22.1pp | 69.3%-29.9pp | 68.1%-28.7pp |
| Annual return | 19.40% | 18.57%+0.8pp | 31.81%-12.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $803 | $1,511-46.9% | $2,279-64.8% | $2,551-68.5% |
| Participant deferral / active EE | $2,327 | $3,081-24.5% | $4,048-42.5% | $4,139-43.8% |
| Admin fee / account holder | $1,169 | $6,500-82.0% | $8,703-86.6% | $7,234-83.8% |