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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 | $29,463 | $57,969-49.2% | $76,327-61.4% | $80,935-63.6% |
| Participation rate | 62.2% | 73.7%-11.5pp | 79.2%-17.0pp | 67.7%-5.4pp |
| Annual return | 12.22% | 15.90%-3.7pp | 13.79%-1.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,339 | $3,570-62.5% | $4,584-70.8% | $2,757-51.4% |
| Participant deferral / active EE | $2,394 | $3,814-37.2% | $5,478-56.3% | $4,299-44.3% |
| Admin fee / account holder | $2,397 | $5,670-57.7% | $5,139-53.4% | $6,924-65.4% |