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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 | $31,438 | $60,349-47.9% | $74,184-57.6% | $62,881-50.0% |
| Participation rate | 44.1% | 72.7%-28.6pp | 76.6%-32.5pp | 69.3%-25.2pp |
| Annual return | 5.85% | 21.38%-15.5pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $839 | $1,680-50.1% | $2,370-64.6% | $2,281-63.2% |
| Participant deferral / active EE | $2,082 | $2,856-27.1% | $3,550-41.3% | $3,203-35.0% |
| Admin fee / account holder | $2,493 | $4,261-41.5% | $5,586-55.4% | $4,296-42.0% |