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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 | $34,929 | $59,839-41.6% | $81,991-57.4% | $79,852-56.3% |
| Participation rate | 30.2% | 61.6%-31.4pp | 69.3%-39.1pp | 69.6%-39.4pp |
| Annual return | 17.96% | 17.56%+0.4pp | 41.31%-23.3pp | 31.72%-13.8pp |
| Employer contribution / active EE | $647 | $1,713-62.2% | $2,498-74.1% | $2,471-73.8% |
| Participant deferral / active EE | $1,141 | $2,695-57.7% | $3,722-69.4% | $3,740-69.5% |
| Admin fee / account holder | $619 | $4,287-85.6% | $5,665-89.1% | $5,306-88.3% |