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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 | $31,663 | $55,932-43.4% | $76,735-58.7% | $67,986-53.4% |
| Participation rate | 31.0% | 50.8%-19.8pp | 69.5%-38.5pp | 57.2%-26.2pp |
| Annual return | 16.26% | 23.10%-6.8pp | 29.77%-13.5pp | 31.67%-15.4pp |
| Employer contribution / active EE | $984 | $1,487-33.8% | $2,454-59.9% | $2,019-51.3% |
| Participant deferral / active EE | $1,481 | $2,558-42.1% | $4,088-63.8% | $3,358-55.9% |
| Admin fee / account holder | $1,074 | $4,907-78.1% | $7,189-85.1% | $3,203-66.5% |