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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 | $31,539 | $56,054-43.7% | $171,082-81.6% | $62,881-49.8% |
| Participation rate | 26.5% | 62.9%-36.4pp | 76.7%-50.2pp | 69.3%-42.8pp |
| Annual return | 6.35% | 22.52%-16.2pp | 32.56%-26.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $867 | $1,731-49.9% | $4,002-78.3% | $2,281-62.0% |
| Participant deferral / active EE | $1,972 | $3,158-37.6% | $4,797-58.9% | $3,203-38.4% |
| Admin fee / account holder | $305 | $3,647-91.7% | $8,520-96.4% | $4,296-92.9% |