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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 | $33,032 | $57,140-42.2% | $85,240-61.2% | $80,959-59.2% |
| Participation rate | 37.3% | 56.4%-19.1pp | 67.5%-30.2pp | 67.7%-30.4pp |
| Annual return | 10.88% | 21.71%-10.8pp | 66.75%-55.9pp | 35.67%-24.8pp |
| Employer contribution / active EE | $618 | $1,802-65.7% | $2,735-77.4% | $2,757-77.6% |
| Participant deferral / active EE | $1,290 | $3,115-58.6% | $4,527-71.5% | $4,300-70.0% |
| Admin fee / account holder | $4,022 | $4,992-19.4% | $6,165-34.8% | $6,925-41.9% |