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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 | $34,510 | $72,027-52.1% | $185,861-81.4% | $79,856-56.8% |
| Participation rate | 38.2% | 65.8%-27.5pp | 78.0%-39.8pp | 69.6%-31.4pp |
| Annual return | 24.58% | 23.13%+1.5pp | 35.96%-11.4pp | 31.71%-7.1pp |
| Employer contribution / active EE | $791 | $1,965-59.8% | $4,088-80.7% | $2,471-68.0% |
| Participant deferral / active EE | $1,813 | $3,780-52.0% | $5,634-67.8% | $3,741-51.5% |
| Admin fee / account holder | $3,080 | $4,513-31.8% | $9,503-67.6% | $5,306-42.0% |