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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 | $29,540 | $67,606-56.3% | $82,313-64.1% | $70,124-57.9% |
| Participation rate | 46.7% | 72.8%-26.1pp | 76.9%-30.2pp | 69.5%-22.9pp |
| Annual return | 16.63% | 21.57%-4.9pp | 25.88%-9.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $459 | $1,755-73.8% | $2,428-81.1% | $2,342-80.4% |
| Participant deferral / active EE | $2,936 | $2,987-1.7% | $3,706-20.8% | $3,332-11.9% |
| Admin fee / account holder | $5,216 | $4,512+15.6% | $5,608-7.0% | $4,645+12.3% |