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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 | $36,048 | $73,981-51.3% | $105,754-65.9% | $62,881-42.7% |
| Participation rate | 58.5% | 71.7%-13.2pp | 78.9%-20.4pp | 69.3%-10.8pp |
| Annual return | 5.00% | 17.60%-12.6pp | 12.25%-7.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $756 | $2,856-73.5% | $4,079-81.5% | $2,281-66.8% |
| Participant deferral / active EE | $1,872 | $4,038-53.7% | $5,326-64.9% | $3,203-41.6% |
| Admin fee / account holder | $685 | $5,976-88.5% | $8,309-91.8% | $4,296-84.1% |