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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 | $30,300 | $51,222-40.8% | $70,544-57.0% | $75,173-59.7% |
| Participation rate | 32.4% | 61.0%-28.5pp | 68.4%-35.9pp | 67.2%-34.8pp |
| Annual return | 16.08% | 30.06%-14.0pp | 32.79%-16.7pp | 160.72%-144.6pp |
| Employer contribution / active EE | $564 | $1,827-69.1% | $2,976-81.0% | $2,671-78.9% |
| Participant deferral / active EE | $1,618 | $2,850-43.2% | $4,568-64.6% | $4,126-60.8% |
| Admin fee / account holder | $3,161 | $4,096-22.8% | $6,427-50.8% | $5,651-44.1% |