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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 | $31,973 | $58,627-45.5% | $76,735-58.3% | $82,448-61.2% |
| Participation rate | 30.2% | 63.2%-33.1pp | 69.5%-39.3pp | 68.1%-37.9pp |
| Annual return | 21.73% | 39.10%-17.4pp | 29.77%-8.0pp | 41.64%-19.9pp |
| Employer contribution / active EE | $714 | $1,729-58.7% | $2,454-70.9% | $2,551-72.0% |
| Participant deferral / active EE | $1,722 | $3,134-45.0% | $4,088-57.9% | $4,139-58.4% |
| Admin fee / account holder | $351 | $5,323-93.4% | $7,189-95.1% | $7,234-95.2% |