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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 | $52,682-39.9% | $78,004-59.4% | $64,097-50.6% |
| Participation rate | 31.0% | 47.7%-16.7pp | 69.4%-38.4pp | 55.2%-24.2pp |
| Annual return | 16.26% | 22.45%-6.2pp | 31.07%-14.8pp | 34.64%-18.4pp |
| Employer contribution / active EE | $984 | $1,323-25.6% | $2,469-60.1% | $1,891-48.0% |
| Participant deferral / active EE | $1,481 | $2,346-36.9% | $4,092-63.8% | $3,080-51.9% |
| Admin fee / account holder | $1,074 | $5,420-80.2% | $7,578-85.8% | $3,454-68.9% |