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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 | $30,498 | $57,590-47.0% | $86,233-64.6% | $82,448-63.0% |
| Participation rate | 46.4% | 57.9%-11.4pp | 69.0%-22.6pp | 68.1%-21.6pp |
| Annual return | 20.54% | 22.41%-1.9pp | 61.39%-40.9pp | 41.64%-21.1pp |
| Employer contribution / active EE | $601 | $1,655-63.7% | $2,504-76.0% | $2,551-76.4% |
| Participant deferral / active EE | $2,078 | $3,080-32.5% | $4,559-54.4% | $4,139-49.8% |
| Admin fee / account holder | $632 | $4,730-86.6% | $8,342-92.4% | $7,234-91.3% |