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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 | $38,635 | $57,119-32.4% | $85,187-54.6% | $80,935-52.3% |
| Participation rate | 29.7% | 56.4%-26.7pp | 67.5%-37.8pp | 67.7%-37.9pp |
| Annual return | 13.39% | 21.70%-8.3pp | 66.67%-53.3pp | 35.66%-22.3pp |
| Employer contribution / active EE | $718 | $1,802-60.2% | $2,732-73.7% | $2,757-74.0% |
| Participant deferral / active EE | $2,157 | $3,115-30.7% | $4,525-52.3% | $4,299-49.8% |
| Admin fee / account holder | $3,046 | $4,990-39.0% | $6,162-50.6% | $6,924-56.0% |