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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 | $25,781 | $58,627-56.0% | $76,735-66.4% | $82,448-68.7% |
| Participation rate | 34.5% | 63.2%-28.7pp | 69.5%-35.0pp | 68.1%-33.6pp |
| Annual return | 17.98% | 39.10%-21.1pp | 29.77%-11.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $771 | $1,729-55.4% | $2,454-68.6% | $2,551-69.8% |
| Participant deferral / active EE | $1,161 | $3,134-63.0% | $4,088-71.6% | $4,139-72.0% |
| Admin fee / account holder | $1,829 | $5,323-65.6% | $7,189-74.6% | $7,234-74.7% |