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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 | $54,405 | $77,962-30.2% | $178,540-69.5% | $80,935-32.8% |
| Participation rate | 29.6% | 65.7%-36.0pp | 77.1%-47.5pp | 67.7%-38.0pp |
| Annual return | 12.33% | 18.10%-5.8pp | 27.15%-14.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $633 | $2,280-72.3% | $3,953-84.0% | $2,757-77.1% |
| Participant deferral / active EE | $2,478 | $4,404-43.7% | $6,281-60.5% | $4,299-42.4% |
| Admin fee / account holder | $968 | $7,156-86.5% | $10,424-90.7% | $6,924-86.0% |