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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 | $34,247 | $57,541-40.5% | $95,759-64.2% | $75,177-54.4% |
| Participation rate | 28.6% | 62.5%-33.9pp | 72.3%-43.7pp | 67.2%-38.6pp |
| Annual return | 14.05% | 34.93%-20.9pp | 28.42%-14.4pp | 160.75%-146.7pp |
| Employer contribution / active EE | $810 | $1,808-55.2% | $2,836-71.4% | $2,671-69.7% |
| Participant deferral / active EE | $1,317 | $3,074-57.2% | $4,244-69.0% | $4,126-68.1% |
| Admin fee / account holder | $1,689 | $4,099-58.8% | $5,678-70.3% | $5,651-70.1% |