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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 | $39,392 | $71,615-45.0% | $153,416-74.3% | $65,306-39.7% |
| Participation rate | 31.9% | 49.3%-17.4pp | 74.3%-42.5pp | 57.7%-25.8pp |
| Annual return | 14.08% | 12.62%+1.5pp | 17.84%-3.8pp | 21.94%-7.9pp |
| Employer contribution / active EE | $637 | $1,488-57.2% | $3,764-83.1% | $1,967-67.6% |
| Participant deferral / active EE | $1,118 | $2,236-50.0% | $4,723-76.3% | $2,959-62.2% |
| Admin fee / account holder | $3,359 | $3,498-4.0% | $13,095-74.3% | $3,480-3.5% |