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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 | $30,734 | $72,471-57.6% | $94,215-67.4% | $86,983-64.7% |
| Participation rate | 56.7% | 63.9%-7.2pp | 70.0%-13.3pp | 69.5%-12.9pp |
| Annual return | 17.84% | 26.44%-8.6pp | 28.22%-10.4pp | 25.83%-8.0pp |
| Employer contribution / active EE | $1,218 | $1,936-37.1% | $2,675-54.5% | $2,584-52.9% |
| Participant deferral / active EE | $2,345 | $3,397-31.0% | $4,276-45.2% | $4,194-44.1% |
| Admin fee / account holder | $2,534 | $6,468-60.8% | $10,216-75.2% | $7,856-67.7% |