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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 | $33,612 | $77,896-56.8% | $134,172-74.9% | $82,448-59.2% |
| Participation rate | 33.8% | 62.8%-29.0pp | 72.5%-38.7pp | 68.1%-34.3pp |
| Annual return | 13.15% | 18.21%-5.1pp | 25.30%-12.2pp | 41.64%-28.5pp |
| Employer contribution / active EE | $751 | $2,159-65.2% | $3,420-78.1% | $2,551-70.6% |
| Participant deferral / active EE | $1,156 | $3,162-63.5% | $4,690-75.4% | $4,139-72.1% |
| Admin fee / account holder | $5,686 | $6,336-10.3% | $12,016-52.7% | $7,234-21.4% |