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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 | $32,836 | $57,140-42.5% | $85,240-61.5% | $80,959-59.4% |
| Participation rate | 17.1% | 56.4%-39.3pp | 67.5%-50.4pp | 67.7%-50.6pp |
| Annual return | 13.35% | 21.71%-8.4pp | 66.75%-53.4pp | 35.67%-22.3pp |
| Employer contribution / active EE | $838 | $1,802-53.5% | $2,735-69.4% | $2,757-69.6% |
| Participant deferral / active EE | $1,263 | $3,115-59.5% | $4,527-72.1% | $4,300-70.6% |
| Admin fee / account holder | $1,430 | $4,992-71.3% | $6,165-76.8% | $6,925-79.3% |