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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 | $36,448 | $75,720-51.9% | $90,312-59.6% | $86,983-58.1% |
| Participation rate | 24.5% | 66.3%-41.7pp | 72.9%-48.4pp | 69.5%-45.0pp |
| Annual return | 20.13% | 18.55%+1.6pp | 18.90%+1.2pp | 25.83%-5.7pp |
| Employer contribution / active EE | $702 | $1,945-63.9% | $2,243-68.7% | $2,584-72.8% |
| Participant deferral / active EE | $1,907 | $3,001-36.5% | $3,749-49.1% | $4,194-54.5% |
| Admin fee / account holder | $1,276 | $6,201-79.4% | $8,248-84.5% | $7,856-83.8% |