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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 | $32,134 | $105,623-69.6% | $87,502-63.3% | $273,972-88.3% |
| Participation rate | 33.3% | 78.2%-44.9pp | 73.8%-40.5pp | 83.0%-49.7pp |
| Annual return | 6.77% | 12.26%-5.5pp | 12.21%-5.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $693 | $3,141-77.9% | $2,550-72.8% | $4,869-85.8% |
| Participant deferral / active EE | $3,567 | $3,601-0.9% | $3,149+13.3% | $5,287-32.5% |
| Admin fee / account holder | $3,656 | $4,781-23.5% | $4,221-13.4% | $10,133-63.9% |