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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 | $30,633 | $73,787-58.5% | $98,716-69.0% | $82,448-62.8% |
| Participation rate | 44.4% | 61.4%-17.0pp | 69.3%-24.8pp | 68.1%-23.6pp |
| Annual return | 23.45% | 18.57%+4.9pp | 31.81%-8.4pp | 41.64%-18.2pp |
| Employer contribution / active EE | $1,454 | $1,511-3.8% | $2,279-36.2% | $2,551-43.0% |
| Participant deferral / active EE | $2,334 | $3,081-24.2% | $4,048-42.3% | $4,139-43.6% |
| Admin fee / account holder | $608 | $6,500-90.7% | $8,703-93.0% | $7,234-91.6% |