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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 | $30,699 | $56,544-45.7% | $75,501-59.3% | $70,126-56.2% |
| Participation rate | 30.4% | 68.1%-37.7pp | 72.4%-41.9pp | 69.5%-39.1pp |
| Annual return | 13.52% | 23.59%-10.1pp | 27.35%-13.8pp | 73.15%-59.6pp |
| Employer contribution / active EE | $638 | $1,817-64.9% | $2,352-72.9% | $2,343-72.8% |
| Participant deferral / active EE | $1,317 | $2,580-48.9% | $3,142-58.1% | $3,332-60.5% |
| Admin fee / account holder | $1,634 | $3,827-57.3% | $5,801-71.8% | $4,645-64.8% |