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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 | $57,073-42.1% | $85,126-61.2% | $80,925-59.2% |
| Participation rate | 37.3% | 56.4%-19.1pp | 67.5%-30.2pp | 67.7%-30.3pp |
| Annual return | 10.88% | 21.69%-10.8pp | 66.63%-55.8pp | 35.65%-24.8pp |
| Employer contribution / active EE | $618 | $1,801-65.7% | $2,731-77.4% | $2,756-77.6% |
| Participant deferral / active EE | $1,290 | $3,113-58.6% | $4,523-71.5% | $4,299-70.0% |
| Admin fee / account holder | $4,022 | $4,988-19.4% | $6,160-34.7% | $6,940-42.0% |