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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 | $45,114 | $58,627-23.0% | $76,735-41.2% | $82,448-45.3% |
| Participation rate | 29.0% | 63.2%-34.2pp | 69.5%-40.5pp | 68.1%-39.0pp |
| Annual return | 15.08% | 39.10%-24.0pp | 29.77%-14.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $690 | $1,729-60.1% | $2,454-71.9% | $2,551-72.9% |
| Participant deferral / active EE | $1,299 | $3,134-58.6% | $4,088-68.2% | $4,139-68.6% |
| Admin fee / account holder | $333 | $5,323-93.7% | $7,189-95.4% | $7,234-95.4% |