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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 | $26,985 | $67,894-60.3% | $89,340-69.8% | $82,448-67.3% |
| Participation rate | 32.2% | 64.0%-31.8pp | 69.6%-37.3pp | 68.1%-35.8pp |
| Annual return | 18.91% | 19.21%-0.3pp | 20.57%-1.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $760 | $1,828-58.4% | $2,231-65.9% | $2,551-70.2% |
| Participant deferral / active EE | $1,326 | $3,072-56.8% | $3,823-65.3% | $4,139-68.0% |
| Admin fee / account holder | $2,693 | $5,723-52.9% | $6,704-59.8% | $7,234-62.8% |