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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 | $30,029 | $43,075-30.3% | $74,577-59.7% | $62,881-52.2% |
| Participation rate | 48.9% | 58.1%-9.1pp | 68.1%-19.2pp | 69.3%-20.4pp |
| Annual return | 7.71% | 17.50%-9.8pp | 20.47%-12.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,180 | $1,498+45.6% | $2,525-13.7% | $2,281-4.4% |
| Participant deferral / active EE | $4,975 | $2,389+108.2% | $3,458+43.9% | $3,203+55.3% |
| Admin fee / account holder | $755 | $2,840-73.4% | $4,138-81.8% | $4,296-82.4% |