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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 | $30,751 | $88,996-65.4% | $78,004-60.6% | $138,895-77.9% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.4%-29.4pp | 79.9%-39.9pp |
| Annual return | 20.75% | 28.03%-7.3pp | 31.07%-10.3pp | 145.39%-124.6pp |
| Employer contribution / active EE | $963 | $2,917-67.0% | $2,469-61.0% | $4,194-77.0% |
| Participant deferral / active EE | $3,562 | $4,724-24.6% | $4,092-13.0% | $6,396-44.3% |
| Admin fee / account holder | $401 | $8,807-95.4% | $7,578-94.7% | $12,562-96.8% |