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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 | $69,444-54.0% | $92,985-65.6% | $87,485-63.5% |
| Participation rate | 30.2% | 63.3%-33.1pp | 69.5%-39.3pp | 68.9%-38.8pp |
| Annual return | 21.73% | 23.85%-2.1pp | 27.99%-6.3pp | 26.06%-4.3pp |
| Employer contribution / active EE | $714 | $1,917-62.8% | $2,662-73.2% | $2,596-72.5% |
| Participant deferral / active EE | $1,722 | $3,364-48.8% | $4,377-60.6% | $4,274-59.7% |
| Admin fee / account holder | $351 | $6,137-94.3% | $9,463-96.3% | $7,775-95.5% |