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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 | $30,145 | $60,352-50.1% | $74,185-59.4% | $62,881-52.1% |
| Participation rate | 57.1% | 72.7%-15.6pp | 76.6%-19.5pp | 69.3%-12.2pp |
| Annual return | 7.51% | 21.37%-13.9pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $630 | $1,680-62.5% | $2,370-73.4% | $2,281-72.4% |
| Participant deferral / active EE | $1,703 | $2,856-40.4% | $3,550-52.0% | $3,203-46.8% |
| Admin fee / account holder | $2,247 | $4,261-47.3% | $5,586-59.8% | $4,296-47.7% |