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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 | $37,877 | $57,073-33.6% | $85,126-55.5% | $80,925-53.2% |
| Participation rate | 24.0% | 56.4%-32.4pp | 67.5%-43.5pp | 67.7%-43.7pp |
| Annual return | 11.76% | 21.69%-9.9pp | 66.63%-54.9pp | 35.65%-23.9pp |
| Employer contribution / active EE | $735 | $1,801-59.2% | $2,731-73.1% | $2,756-73.3% |
| Participant deferral / active EE | $1,857 | $3,113-40.4% | $4,523-59.0% | $4,299-56.8% |
| Admin fee / account holder | $861 | $4,988-82.7% | $6,160-86.0% | $6,940-87.6% |