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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 | $30,099 | $72,607-58.5% | $90,259-66.7% | $87,485-65.6% |
| Participation rate | 31.3% | 64.8%-33.6pp | 70.7%-39.5pp | 68.9%-37.7pp |
| Annual return | 13.18% | 18.59%-5.4pp | 18.88%-5.7pp | 26.06%-12.9pp |
| Employer contribution / active EE | $591 | $1,919-69.2% | $2,291-74.2% | $2,596-77.2% |
| Participant deferral / active EE | $1,194 | $3,055-60.9% | $3,827-68.8% | $4,274-72.1% |
| Admin fee / account holder | $4,495 | $5,947-24.4% | $7,267-38.1% | $7,775-42.2% |