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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 | $32,421 | $54,541-40.6% | $78,778-58.8% | $70,126-53.8% |
| Participation rate | 57.7% | 60.8%-3.1pp | 69.2%-11.5pp | 69.5%-11.8pp |
| Annual return | 17.30% | 21.07%-3.8pp | 35.62%-18.3pp | 73.15%-55.9pp |
| Employer contribution / active EE | $353 | $1,089-67.5% | $1,986-82.2% | $2,343-84.9% |
| Participant deferral / active EE | $2,994 | $2,210+35.5% | $2,958+1.2% | $3,332-10.1% |
| Admin fee / account holder | $1,107 | $3,709-70.1% | $5,134-78.4% | $4,645-76.2% |