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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 | $30,926 | $52,580-41.2% | $71,671-56.9% | $70,126-55.9% |
| Participation rate | 53.3% | 60.9%-7.5pp | 68.7%-15.4pp | 69.5%-16.2pp |
| Annual return | 18.22% | 20.25%-2.0pp | 20.65%-2.4pp | 73.15%-54.9pp |
| Employer contribution / active EE | $355 | $1,616-78.0% | $2,460-85.6% | $2,343-84.9% |
| Participant deferral / active EE | $1,312 | $2,386-45.0% | $3,438-61.8% | $3,332-60.6% |
| Admin fee / account holder | $2,148 | $3,653-41.2% | $5,558-61.4% | $4,645-53.8% |