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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 | $35,270 | $77,962-54.8% | $178,540-80.2% | $80,935-56.4% |
| Participation rate | 34.6% | 65.7%-31.1pp | 77.1%-42.5pp | 67.7%-33.1pp |
| Annual return | 13.89% | 18.10%-4.2pp | 27.15%-13.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $887 | $2,280-61.1% | $3,953-77.6% | $2,757-67.8% |
| Participant deferral / active EE | $1,824 | $4,404-58.6% | $6,281-71.0% | $4,299-57.6% |
| Admin fee / account holder | $929 | $7,156-87.0% | $10,424-91.1% | $6,924-86.6% |