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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 | $67,894-55.7% | $89,340-66.3% | $82,448-63.5% |
| Participation rate | 31.3% | 64.0%-32.8pp | 69.6%-38.3pp | 68.1%-36.8pp |
| Annual return | 13.18% | 19.21%-6.0pp | 20.57%-7.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $591 | $1,828-67.7% | $2,231-73.5% | $2,551-76.8% |
| Participant deferral / active EE | $1,194 | $3,072-61.1% | $3,823-68.8% | $4,139-71.1% |
| Admin fee / account holder | $4,495 | $5,723-21.5% | $6,704-32.9% | $7,234-37.9% |