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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 | $29,408 | $87,166-66.3% | $76,735-61.7% | $137,256-78.6% |
| Participation rate | 36.4% | 74.4%-38.0pp | 69.5%-33.1pp | 80.0%-43.6pp |
| Annual return | 17.38% | 26.50%-9.1pp | 29.77%-12.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $878 | $2,904-69.8% | $2,454-64.2% | $4,156-78.9% |
| Participant deferral / active EE | $1,118 | $4,726-76.4% | $4,088-72.7% | $6,407-82.6% |
| Admin fee / account holder | $2,633 | $8,403-68.7% | $7,189-63.4% | $12,270-78.5% |