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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 | $33,609 | $81,504-58.8% | $102,437-67.2% | $80,959-58.5% |
| Participation rate | 37.2% | 66.9%-29.6pp | 74.5%-37.3pp | 67.7%-30.5pp |
| Annual return | 11.03% | 25.60%-14.6pp | 24.95%-13.9pp | 35.67%-24.6pp |
| Employer contribution / active EE | $818 | $3,104-73.7% | $3,871-78.9% | $2,757-70.3% |
| Participant deferral / active EE | $1,759 | $3,871-54.6% | $5,060-65.2% | $4,300-59.1% |
| Admin fee / account holder | $4,043 | $6,719-39.8% | $8,388-51.8% | $6,925-41.6% |