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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 | $35,159 | $54,541-35.5% | $78,778-55.4% | $70,126-49.9% |
| Participation rate | 36.1% | 60.8%-24.7pp | 69.2%-33.1pp | 69.5%-33.5pp |
| Annual return | 16.32% | 21.07%-4.8pp | 35.62%-19.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $862 | $1,089-20.8% | $1,986-56.6% | $2,343-63.2% |
| Participant deferral / active EE | $2,394 | $2,210+8.3% | $2,958-19.1% | $3,332-28.2% |
| Admin fee / account holder | $690 | $3,709-81.4% | $5,134-86.6% | $4,645-85.1% |