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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 | $40,319 | $67,602-40.4% | $82,312-51.0% | $70,126-42.5% |
| Participation rate | 65.9% | 72.8%-6.9pp | 76.9%-11.0pp | 69.5%-3.7pp |
| Annual return | 15.61% | 21.57%-6.0pp | 25.88%-10.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $393 | $1,755-77.6% | $2,428-83.8% | $2,343-83.2% |
| Participant deferral / active EE | $2,169 | $2,987-27.4% | $3,706-41.5% | $3,332-34.9% |
| Admin fee / account holder | $1,932 | $4,512-57.2% | $5,608-65.5% | $4,645-58.4% |