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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 | $78,013-60.4% | $178,449-82.7% | $80,911-61.8% |
| Participation rate | 56.7% | 65.7%-9.0pp | 77.1%-20.4pp | 67.6%-11.0pp |
| Annual return | 16.79% | 18.07%-1.3pp | 27.09%-10.3pp | 35.63%-18.8pp |
| Employer contribution / active EE | $1,349 | $2,287-41.0% | $3,951-65.9% | $2,756-51.1% |
| Participant deferral / active EE | $2,748 | $4,408-37.7% | $6,277-56.2% | $4,297-36.1% |
| Admin fee / account holder | $522 | $7,166-92.7% | $10,362-95.0% | $6,935-92.5% |