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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 | $34,265 | $57,119-40.0% | $85,187-59.8% | $80,935-57.7% |
| Participation rate | 25.0% | 56.4%-31.4pp | 67.5%-42.5pp | 67.7%-42.7pp |
| Annual return | 12.36% | 21.70%-9.3pp | 66.67%-54.3pp | 35.66%-23.3pp |
| Employer contribution / active EE | $743 | $1,802-58.8% | $2,732-72.8% | $2,757-73.1% |
| Participant deferral / active EE | $1,391 | $3,115-55.3% | $4,525-69.3% | $4,299-67.7% |
| Admin fee / account holder | $454 | $4,990-90.9% | $6,162-92.6% | $6,924-93.4% |