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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 | $48,324 | $67,602-28.5% | $82,312-41.3% | $70,126-31.1% |
| Participation rate | 64.8% | 72.8%-8.0pp | 76.9%-12.1pp | 69.5%-4.7pp |
| Annual return | 12.96% | 21.57%-8.6pp | 25.88%-12.9pp | 73.15%-60.2pp |
| Employer contribution / active EE | $750 | $1,755-57.2% | $2,428-69.1% | $2,343-68.0% |
| Participant deferral / active EE | $2,207 | $2,987-26.1% | $3,706-40.4% | $3,332-33.8% |
| Admin fee / account holder | $651 | $4,512-85.6% | $5,608-88.4% | $4,645-86.0% |