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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 | $29,804 | $81,487-63.4% | $102,412-70.9% | $80,935-63.2% |
| Participation rate | 44.0% | 66.8%-22.8pp | 74.5%-30.5pp | 67.7%-23.7pp |
| Annual return | 12.72% | 25.60%-12.9pp | 24.94%-12.2pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,227 | $3,103-60.5% | $3,870-68.3% | $2,757-55.5% |
| Participant deferral / active EE | $2,659 | $3,871-31.3% | $5,060-47.5% | $4,299-38.2% |
| Admin fee / account holder | $698 | $6,717-89.6% | $8,388-91.7% | $6,924-89.9% |