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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 | $74,535-54.6% | $100,712-66.4% | $82,637-59.1% |
| Participation rate | 29.5% | 61.2%-31.7pp | 69.3%-39.8pp | 68.1%-38.5pp |
| Annual return | 16.96% | 18.92%-2.0pp | 33.27%-16.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $665 | $1,503-55.7% | $2,313-71.2% | $2,552-73.9% |
| Participant deferral / active EE | $1,619 | $3,074-47.3% | $4,085-60.4% | $4,126-60.8% |
| Admin fee / account holder | $7,406 | $6,576+12.6% | $9,256-20.0% | $7,339+0.9% |