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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 | $30,636 | $67,602-54.7% | $82,312-62.8% | $70,126-56.3% |
| Participation rate | 44.7% | 72.8%-28.1pp | 76.9%-32.2pp | 69.5%-24.9pp |
| Annual return | 19.99% | 21.57%-1.6pp | 25.88%-5.9pp | 73.15%-53.2pp |
| Employer contribution / active EE | $729 | $1,755-58.4% | $2,428-70.0% | $2,343-68.9% |
| Participant deferral / active EE | $1,394 | $2,987-53.3% | $3,706-62.4% | $3,332-58.1% |
| Admin fee / account holder | $601 | $4,512-86.7% | $5,608-89.3% | $4,645-87.1% |