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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 | $31,454 | $65,367-51.9% | $92,915-66.1% | $72,976-56.9% |
| Participation rate | 52.8% | 68.3%-15.5pp | 76.0%-23.2pp | 69.5%-16.7pp |
| Annual return | 22.57% | 42.11%-19.5pp | 109.45%-86.9pp | 81.02%-58.5pp |
| Employer contribution / active EE | $702 | $2,594-72.9% | $3,653-80.8% | $2,440-71.2% |
| Participant deferral / active EE | $1,665 | $3,128-46.8% | $4,238-60.7% | $3,608-53.8% |
| Admin fee / account holder | $897 | $4,251-78.9% | $5,796-84.5% | $5,124-82.5% |