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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 | $30,913 | $59,804-48.3% | $81,982-62.3% | $79,856-61.3% |
| Participation rate | 51.3% | 61.6%-10.3pp | 69.3%-18.0pp | 69.6%-18.4pp |
| Annual return | 17.77% | 17.56%+0.2pp | 41.31%-23.5pp | 31.71%-13.9pp |
| Employer contribution / active EE | $334 | $1,713-80.5% | $2,498-86.6% | $2,471-86.5% |
| Participant deferral / active EE | $1,943 | $2,695-27.9% | $3,722-47.8% | $3,741-48.1% |
| Admin fee / account holder | $1,996 | $4,288-53.5% | $5,665-64.8% | $5,306-62.4% |