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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 | $33,353 | $88,707-62.4% | $74,184-55.0% | $273,972-87.8% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 4.69% | 11.94%-7.2pp | 17.74%-13.0pp | 41.46%-36.8pp |
| Employer contribution / active EE | $648 | $3,159-79.5% | $2,370-72.6% | $4,869-86.7% |
| Participant deferral / active EE | $1,381 | $4,212-67.2% | $3,550-61.1% | $5,287-73.9% |
| Admin fee / account holder | $838 | $8,717-90.4% | $5,586-85.0% | $10,133-91.7% |