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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 | $39,720 | $72,492-45.2% | $87,104-54.4% | $72,975-45.6% |
| Participation rate | 59.8% | 72.8%-13.0pp | 76.9%-17.1pp | 69.5%-9.7pp |
| Annual return | 21.31% | 24.46%-3.2pp | 28.19%-6.9pp | 81.01%-59.7pp |
| Employer contribution / active EE | $577 | $1,894-69.5% | $2,521-77.1% | $2,440-76.3% |
| Participant deferral / active EE | $2,258 | $3,270-30.9% | $4,048-44.2% | $3,608-37.4% |
| Admin fee / account holder | $1,897 | $5,055-62.5% | $7,491-74.7% | $5,124-63.0% |