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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 | $30,881 | $76,407-59.6% | $150,298-79.5% | $82,448-62.5% |
| Participation rate | 54.7% | 66.4%-11.7pp | 77.8%-23.0pp | 68.1%-13.4pp |
| Annual return | 17.44% | 39.99%-22.6pp | 62.79%-45.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,393 | $2,614-46.7% | $4,154-66.5% | $2,551-45.4% |
| Participant deferral / active EE | $2,176 | $3,214-32.3% | $5,453-60.1% | $4,139-47.4% |
| Admin fee / account holder | $4,500 | $6,352-29.2% | $14,116-68.1% | $7,234-37.8% |