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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 | $28,912 | $66,275-56.4% | $163,379-82.3% | $64,097-54.9% |
| Participation rate | 47.1% | 54.1%-7.0pp | 76.8%-29.7pp | 55.2%-8.1pp |
| Annual return | 18.63% | 32.72%-14.1pp | 63.41%-44.8pp | 34.64%-16.0pp |
| Employer contribution / active EE | $1,256 | $1,521-17.4% | $3,752-66.5% | $1,891-33.6% |
| Participant deferral / active EE | $2,368 | $3,126-24.2% | $6,282-62.3% | $3,080-23.1% |
| Admin fee / account holder | $1,703 | $4,569-62.7% | $9,818-82.7% | $3,454-50.7% |