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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 | $34,254 | $63,082-45.7% | $81,726-58.1% | $79,856-57.1% |
| Participation rate | 54.4% | 67.5%-13.1pp | 72.0%-17.6pp | 69.6%-15.2pp |
| Annual return | 18.49% | 22.66%-4.2pp | 29.49%-11.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $668 | $1,795-62.8% | $4,311-84.5% | $2,471-73.0% |
| Participant deferral / active EE | $1,023 | $2,780-63.2% | $7,108-85.6% | $3,741-72.7% |
| Admin fee / account holder | $444 | $4,428-90.0% | $5,160-91.4% | $5,306-91.6% |