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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 | $41,318 | $73,787-44.0% | $98,716-58.1% | $82,448-49.9% |
| Participation rate | 32.2% | 61.4%-29.2pp | 69.3%-37.1pp | 68.1%-35.9pp |
| Annual return | 16.88% | 18.57%-1.7pp | 31.81%-14.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $649 | $1,511-57.0% | $2,279-71.5% | $2,551-74.5% |
| Participant deferral / active EE | $1,596 | $3,081-48.2% | $4,048-60.6% | $4,139-61.4% |
| Admin fee / account holder | $1,970 | $6,500-69.7% | $8,703-77.4% | $7,234-72.8% |