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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 | $35,213 | $96,558-63.5% | $80,977-56.5% | $273,972-87.1% |
| Participation rate | 64.3% | 79.1%-14.8pp | 75.8%-11.5pp | 83.0%-18.7pp |
| Annual return | 7.32% | 15.14%-7.8pp | 17.11%-9.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,247 | $4,869-53.9% | $3,715-39.5% | $4,869-53.9% |
| Participant deferral / active EE | $3,567 | $6,598-45.9% | $5,696-37.4% | $5,287-32.5% |
| Admin fee / account holder | $677 | $7,493-91.0% | $5,517-87.7% | $10,133-93.3% |