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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 | $35,498 | $102,245-65.3% | $89,340-60.3% | $137,256-74.1% |
| Participation rate | 28.6% | 74.9%-46.3pp | 69.6%-41.0pp | 80.0%-51.4pp |
| Annual return | 13.38% | 21.89%-8.5pp | 20.57%-7.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $324 | $2,529-87.2% | $2,231-85.5% | $4,156-92.2% |
| Participant deferral / active EE | $2,164 | $4,436-51.2% | $3,823-43.4% | $6,407-66.2% |
| Admin fee / account holder | $510 | $8,085-93.7% | $6,704-92.4% | $12,270-95.8% |