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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 | $30,303 | $73,787-58.9% | $98,716-69.3% | $82,448-63.2% |
| Participation rate | 49.4% | 61.4%-12.0pp | 69.3%-19.9pp | 68.1%-18.6pp |
| Annual return | 19.70% | 18.57%+1.1pp | 31.81%-12.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $981 | $1,511-35.1% | $2,279-57.0% | $2,551-61.6% |
| Participant deferral / active EE | $2,375 | $3,081-22.9% | $4,048-41.3% | $4,139-42.6% |
| Admin fee / account holder | $1,017 | $6,500-84.4% | $8,703-88.3% | $7,234-85.9% |