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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 | $30,432 | $46,877-35.1% | $122,354-75.1% | $70,126-56.6% |
| Participation rate | 41.0% | 58.2%-17.2pp | 71.6%-30.6pp | 69.5%-28.5pp |
| Annual return | 17.05% | 24.22%-7.2pp | 30.28%-13.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $637 | $1,288-50.6% | $4,051-84.3% | $2,343-72.8% |
| Participant deferral / active EE | $1,990 | $2,167-8.2% | $3,287-39.5% | $3,332-40.3% |
| Admin fee / account holder | $787 | $3,324-76.3% | $5,479-85.6% | $4,645-83.1% |