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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 | $30,019 | $77,962-61.5% | $178,540-83.2% | $80,935-62.9% |
| Participation rate | 34.9% | 65.7%-30.7pp | 77.1%-42.2pp | 67.7%-32.7pp |
| Annual return | 12.28% | 18.10%-5.8pp | 27.15%-14.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $819 | $2,280-64.1% | $3,953-79.3% | $2,757-70.3% |
| Participant deferral / active EE | $1,943 | $4,404-55.9% | $6,281-69.1% | $4,299-54.8% |
| Admin fee / account holder | $989 | $7,156-86.2% | $10,424-90.5% | $6,924-85.7% |