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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 | $29,962 | $57,590-48.0% | $86,233-65.3% | $82,448-63.7% |
| Participation rate | 32.4% | 57.9%-25.4pp | 69.0%-36.6pp | 68.1%-35.6pp |
| Annual return | 18.57% | 22.41%-3.8pp | 61.39%-42.8pp | 41.64%-23.1pp |
| Employer contribution / active EE | $721 | $1,655-56.5% | $2,504-71.2% | $2,551-71.7% |
| Participant deferral / active EE | $789 | $3,080-74.4% | $4,559-82.7% | $4,139-80.9% |
| Admin fee / account holder | $1,798 | $4,730-62.0% | $8,342-78.4% | $7,234-75.1% |