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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 | $31,503 | $55,713-43.5% | $75,901-58.5% | $72,975-56.8% |
| Participation rate | 56.3% | 61.1%-4.9pp | 69.3%-13.0pp | 69.5%-13.2pp |
| Annual return | 20.58% | 27.60%-7.0pp | 30.76%-10.2pp | 81.01%-60.4pp |
| Employer contribution / active EE | $331 | $1,687-80.4% | $2,501-86.8% | $2,440-86.4% |
| Participant deferral / active EE | $1,951 | $2,634-25.9% | $3,603-45.9% | $3,608-45.9% |
| Admin fee / account holder | $1,849 | $3,980-53.6% | $5,420-65.9% | $5,124-63.9% |