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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 | $42,354 | $55,713-24.0% | $75,901-44.2% | $72,975-42.0% |
| Participation rate | 18.8% | 61.1%-42.3pp | 69.3%-50.4pp | 69.5%-50.6pp |
| Annual return | 25.11% | 27.60%-2.5pp | 30.76%-5.6pp | 81.01%-55.9pp |
| Employer contribution / active EE | $354 | $1,687-79.0% | $2,501-85.8% | $2,440-85.5% |
| Participant deferral / active EE | $1,236 | $2,634-53.1% | $3,603-65.7% | $3,608-65.7% |
| Admin fee / account holder | $1,001 | $3,980-74.8% | $5,420-81.5% | $5,124-80.5% |