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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 | $25,867 | $72,607-64.4% | $90,259-71.3% | $87,485-70.4% |
| Participation rate | 27.8% | 64.8%-37.0pp | 70.7%-42.9pp | 68.9%-41.1pp |
| Annual return | 15.38% | 18.59%-3.2pp | 18.88%-3.5pp | 26.06%-10.7pp |
| Employer contribution / active EE | $732 | $1,919-61.9% | $2,291-68.0% | $2,596-71.8% |
| Participant deferral / active EE | $2,221 | $3,055-27.3% | $3,827-42.0% | $4,274-48.0% |
| Admin fee / account holder | $3,032 | $5,947-49.0% | $7,267-58.3% | $7,775-61.0% |