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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 | $23,670 | $43,075-45.0% | $74,577-68.3% | $62,881-62.4% |
| Participation rate | 28.1% | 58.1%-30.0pp | 68.1%-40.0pp | 69.3%-41.2pp |
| Annual return | 7.28% | 17.50%-10.2pp | 20.47%-13.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $335 | $1,498-77.7% | $2,525-86.8% | $2,281-85.3% |
| Participant deferral / active EE | $772 | $2,389-67.7% | $3,458-77.7% | $3,203-75.9% |
| Admin fee / account holder | $1,264 | $2,840-55.5% | $4,138-69.5% | $4,296-70.6% |