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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 | $40,280 | $60,349-33.3% | $74,184-45.7% | $62,881-35.9% |
| Participation rate | 67.6% | 72.7%-5.1pp | 76.6%-9.0pp | 69.3%-1.7pp |
| Annual return | 6.83% | 21.38%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $781 | $1,680-53.5% | $2,370-67.0% | $2,281-65.8% |
| Participant deferral / active EE | $2,405 | $2,856-15.8% | $3,550-32.2% | $3,203-24.9% |
| Admin fee / account holder | $1,082 | $4,261-74.6% | $5,586-80.6% | $4,296-74.8% |