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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 | $33,067 | $74,535-55.6% | $100,712-67.2% | $82,637-60.0% |
| Participation rate | 39.0% | 61.2%-22.2pp | 69.3%-30.3pp | 68.1%-29.1pp |
| Annual return | 18.78% | 18.92%-0.1pp | 33.27%-14.5pp | 53.51%-34.7pp |
| Employer contribution / active EE | $991 | $1,503-34.0% | $2,313-57.1% | $2,552-61.2% |
| Participant deferral / active EE | $1,761 | $3,074-42.7% | $4,085-56.9% | $4,126-57.3% |
| Admin fee / account holder | $1,002 | $6,576-84.8% | $9,256-89.2% | $7,339-86.3% |