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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 | $30,443 | $60,349-49.6% | $74,184-59.0% | $62,881-51.6% |
| Participation rate | 62.2% | 72.7%-10.5pp | 76.6%-14.4pp | 69.3%-7.1pp |
| Annual return | 5.37% | 21.38%-16.0pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $677 | $1,680-59.7% | $2,370-71.4% | $2,281-70.3% |
| Participant deferral / active EE | $2,070 | $2,856-27.5% | $3,550-41.7% | $3,203-35.4% |
| Admin fee / account holder | $581 | $4,261-86.4% | $5,586-89.6% | $4,296-86.5% |