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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 | $33,393 | $57,590-42.0% | $86,233-61.3% | $82,448-59.5% |
| Participation rate | 23.7% | 57.9%-34.1pp | 69.0%-45.3pp | 68.1%-44.3pp |
| Annual return | 16.10% | 22.41%-6.3pp | 61.39%-45.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $722 | $1,655-56.4% | $2,504-71.2% | $2,551-71.7% |
| Participant deferral / active EE | $1,811 | $3,080-41.2% | $4,559-60.3% | $4,139-56.3% |
| Admin fee / account holder | $2,376 | $4,730-49.8% | $8,342-71.5% | $7,234-67.2% |