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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 | $30,046 | $43,075-30.2% | $74,577-59.7% | $62,881-52.2% |
| Participation rate | 25.5% | 58.1%-32.5pp | 68.1%-42.6pp | 69.3%-43.8pp |
| Annual return | 8.01% | 17.50%-9.5pp | 20.47%-12.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $671 | $1,498-55.2% | $2,525-73.4% | $2,281-70.6% |
| Participant deferral / active EE | $1,114 | $2,389-53.4% | $3,458-67.8% | $3,203-65.2% |
| Admin fee / account holder | $676 | $2,840-76.2% | $4,138-83.7% | $4,296-84.3% |