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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 | $86,330-65.1% | $121,871-75.3% | $94,015-68.0% |
| Participation rate | 31.3% | 66.7%-35.4pp | 73.2%-41.9pp | 70.8%-39.6pp |
| Annual return | 13.18% | 14.95%-1.8pp | 13.57%-0.4pp | 17.84%-4.7pp |
| Employer contribution / active EE | $591 | $2,292-74.2% | $2,731-78.4% | $2,790-78.8% |
| Participant deferral / active EE | $1,194 | $3,146-62.0% | $4,318-72.3% | $4,249-71.9% |
| Admin fee / account holder | $4,495 | $7,346-38.8% | $11,551-61.1% | $8,951-49.8% |