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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 | $34,927 | $70,532-50.5% | $68,948-49.3% | $137,256-74.6% |
| Participation rate | 25.0% | 81.0%-56.0pp | 79.2%-54.2pp | 80.0%-55.0pp |
| Annual return | 26.81% | 32.56%-5.7pp | 28.39%-1.6pp | 220.34%-193.5pp |
| Employer contribution / active EE | $698 | $4,355-84.0% | $4,165-83.2% | $4,156-83.2% |
| Participant deferral / active EE | $3,047 | $6,773-55.0% | $6,186-50.8% | $6,407-52.4% |
| Admin fee / account holder | $1,497 | $7,916-81.1% | $7,539-80.1% | $12,270-87.8% |