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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 | $58,848-48.2% | $88,179-65.4% | $82,637-63.1% |
| Participation rate | 46.4% | 57.9%-11.5pp | 69.1%-22.7pp | 68.1%-21.6pp |
| Annual return | 20.54% | 22.76%-2.2pp | 64.97%-44.4pp | 53.51%-33.0pp |
| Employer contribution / active EE | $601 | $1,678-64.2% | $2,549-76.4% | $2,552-76.5% |
| Participant deferral / active EE | $2,078 | $3,124-33.5% | $4,614-55.0% | $4,126-49.6% |
| Admin fee / account holder | $632 | $4,795-86.8% | $7,673-91.8% | $7,339-91.4% |