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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 | $30,324 | $57,140-46.9% | $85,240-64.4% | $80,959-62.5% |
| Participation rate | 38.6% | 56.4%-17.8pp | 67.5%-28.9pp | 67.7%-29.0pp |
| Annual return | 12.49% | 21.71%-9.2pp | 66.75%-54.3pp | 35.67%-23.2pp |
| Employer contribution / active EE | $755 | $1,802-58.1% | $2,735-72.4% | $2,757-72.6% |
| Participant deferral / active EE | $2,569 | $3,115-17.5% | $4,527-43.2% | $4,300-40.3% |
| Admin fee / account holder | $310 | $4,992-93.8% | $6,165-95.0% | $6,925-95.5% |