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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 | $37,524 | $73,787-49.1% | $98,716-62.0% | $82,448-54.5% |
| Participation rate | 38.6% | 61.4%-22.8pp | 69.3%-30.7pp | 68.1%-29.4pp |
| Annual return | 13.81% | 18.57%-4.8pp | 31.81%-18.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $847 | $1,511-44.0% | $2,279-62.8% | $2,551-66.8% |
| Participant deferral / active EE | $1,344 | $3,081-56.4% | $4,048-66.8% | $4,139-67.5% |
| Admin fee / account holder | $3,069 | $6,500-52.8% | $8,703-64.7% | $7,234-57.6% |