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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 | $30,597 | $58,627-47.8% | $76,735-60.1% | $82,448-62.9% |
| Participation rate | 25.9% | 63.2%-37.4pp | 69.5%-43.6pp | 68.1%-42.2pp |
| Annual return | 15.15% | 39.10%-23.9pp | 29.77%-14.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $711 | $1,729-58.9% | $2,454-71.0% | $2,551-72.1% |
| Participant deferral / active EE | $1,061 | $3,134-66.2% | $4,088-74.1% | $4,139-74.4% |
| Admin fee / account holder | $382 | $5,323-92.8% | $7,189-94.7% | $7,234-94.7% |