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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 | $34,378 | $49,025-29.9% | $87,502-60.7% | $62,881-45.3% |
| Participation rate | 60.6% | 64.9%-4.3pp | 73.8%-13.2pp | 69.3%-8.7pp |
| Annual return | 4.58% | 10.02%-5.4pp | 12.21%-7.6pp | 20.14%-15.6pp |
| Employer contribution / active EE | $381 | $1,372-72.2% | $2,550-85.0% | $2,281-83.3% |
| Participant deferral / active EE | $2,402 | $2,289+4.9% | $3,149-23.7% | $3,203-25.0% |
| Admin fee / account holder | $1,000 | $4,065-75.4% | $4,221-76.3% | $4,296-76.7% |