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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 | $24,777 | $57,119-56.6% | $85,187-70.9% | $80,935-69.4% |
| Participation rate | 32.3% | 56.4%-24.1pp | 67.5%-35.2pp | 67.7%-35.4pp |
| Annual return | 11.72% | 21.70%-10.0pp | 66.67%-54.9pp | 35.66%-23.9pp |
| Employer contribution / active EE | $331 | $1,802-81.6% | $2,732-87.9% | $2,757-88.0% |
| Participant deferral / active EE | $1,079 | $3,115-65.4% | $4,525-76.2% | $4,299-74.9% |
| Admin fee / account holder | $2,807 | $4,990-43.7% | $6,162-54.4% | $6,924-59.5% |