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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 | $29,340 | $58,627-50.0% | $76,735-61.8% | $82,448-64.4% |
| Participation rate | 26.6% | 63.2%-36.7pp | 69.5%-42.9pp | 68.1%-41.5pp |
| Annual return | 13.35% | 39.10%-25.8pp | 29.77%-16.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $427 | $1,729-75.3% | $2,454-82.6% | $2,551-83.3% |
| Participant deferral / active EE | $1,941 | $3,134-38.1% | $4,088-52.5% | $4,139-53.1% |
| Admin fee / account holder | $7,080 | $5,323+33.0% | $7,189-1.5% | $7,234-2.1% |