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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 | $29,957 | $55,684-46.2% | $75,900-60.5% | $72,976-58.9% |
| Participation rate | 45.5% | 61.1%-15.7pp | 69.3%-23.8pp | 69.5%-24.0pp |
| Annual return | 23.30% | 27.60%-4.3pp | 30.73%-7.4pp | 81.02%-57.7pp |
| Employer contribution / active EE | $617 | $1,687-63.4% | $2,501-75.3% | $2,440-74.7% |
| Participant deferral / active EE | $1,128 | $2,634-57.2% | $3,604-68.7% | $3,608-68.7% |
| Admin fee / account holder | $926 | $3,981-76.7% | $5,421-82.9% | $5,124-81.9% |