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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 | $31,759 | $43,075-26.3% | $74,577-57.4% | $62,881-49.5% |
| Participation rate | 30.6% | 58.1%-27.5pp | 68.1%-37.6pp | 69.3%-38.7pp |
| Annual return | 6.49% | 17.50%-11.0pp | 20.47%-14.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $807 | $1,498-46.1% | $2,525-68.1% | $2,281-64.6% |
| Participant deferral / active EE | $1,996 | $2,389-16.5% | $3,458-42.3% | $3,203-37.7% |
| Admin fee / account holder | $1,013 | $2,840-64.3% | $4,138-75.5% | $4,296-76.4% |