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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 | $57,073-42.5% | $85,126-61.4% | $80,925-59.4% |
| Participation rate | 17.1% | 56.4%-39.3pp | 67.5%-50.4pp | 67.7%-50.6pp |
| Annual return | 13.35% | 21.69%-8.3pp | 66.63%-53.3pp | 35.65%-22.3pp |
| Employer contribution / active EE | $838 | $1,801-53.5% | $2,731-69.3% | $2,756-69.6% |
| Participant deferral / active EE | $1,263 | $3,113-59.4% | $4,523-72.1% | $4,299-70.6% |
| Admin fee / account holder | $1,430 | $4,988-71.3% | $6,160-76.8% | $6,940-79.4% |