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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 | $33,835 | $73,787-54.1% | $98,716-65.7% | $82,448-59.0% |
| Participation rate | 29.5% | 61.4%-31.9pp | 69.3%-39.8pp | 68.1%-38.6pp |
| Annual return | 16.96% | 18.57%-1.6pp | 31.81%-14.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $665 | $1,511-56.0% | $2,279-70.8% | $2,551-73.9% |
| Participant deferral / active EE | $1,619 | $3,081-47.5% | $4,048-60.0% | $4,139-60.9% |
| Admin fee / account holder | $7,406 | $6,500+13.9% | $8,703-14.9% | $7,234+2.4% |