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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 | $57,073-40.0% | $85,126-59.7% | $80,925-57.7% |
| Participation rate | 25.0% | 56.4%-31.4pp | 67.5%-42.5pp | 67.7%-42.7pp |
| Annual return | 12.36% | 21.69%-9.3pp | 66.63%-54.3pp | 35.65%-23.3pp |
| Employer contribution / active EE | $743 | $1,801-58.8% | $2,731-72.8% | $2,756-73.1% |
| Participant deferral / active EE | $1,391 | $3,113-55.3% | $4,523-69.3% | $4,299-67.6% |
| Admin fee / account holder | $454 | $4,988-90.9% | $6,160-92.6% | $6,940-93.5% |