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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 | $30,966 | $83,898-63.1% | $133,346-76.8% | $94,015-67.1% |
| Participation rate | 57.1% | 63.4%-6.2pp | 72.8%-15.7pp | 70.8%-13.7pp |
| Annual return | 14.21% | 16.00%-1.8pp | 36.85%-22.6pp | 17.84%-3.6pp |
| Employer contribution / active EE | $666 | $1,821-63.4% | $2,853-76.7% | $2,790-76.1% |
| Participant deferral / active EE | $1,479 | $3,245-54.4% | $4,332-65.9% | $4,249-65.2% |
| Admin fee / account holder | $1,423 | $7,809-81.8% | $14,264-90.0% | $8,951-84.1% |