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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 | $25,747 | $63,809-59.6% | $81,353-68.4% | $80,935-68.2% |
| Participation rate | 29.0% | 63.9%-34.9pp | 69.5%-40.5pp | 67.7%-38.6pp |
| Annual return | 14.22% | 16.37%-2.1pp | 24.82%-10.6pp | 35.66%-21.4pp |
| Employer contribution / active EE | $729 | $1,981-63.2% | $2,464-70.4% | $2,757-73.5% |
| Participant deferral / active EE | $1,398 | $3,093-54.8% | $3,885-64.0% | $4,299-67.5% |
| Admin fee / account holder | $1,412 | $5,686-75.2% | $5,766-75.5% | $6,924-79.6% |