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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 | $30,968 | $59,804-48.2% | $81,982-62.2% | $79,856-61.2% |
| Participation rate | 32.3% | 61.6%-29.4pp | 69.3%-37.0pp | 69.6%-37.4pp |
| Annual return | 19.59% | 17.56%+2.0pp | 41.31%-21.7pp | 31.71%-12.1pp |
| Employer contribution / active EE | $438 | $1,713-74.4% | $2,498-82.5% | $2,471-82.3% |
| Participant deferral / active EE | $1,539 | $2,695-42.9% | $3,722-58.7% | $3,741-58.9% |
| Admin fee / account holder | $1,445 | $4,288-66.3% | $5,665-74.5% | $5,306-72.8% |