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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 | $43,838 | $60,349-27.4% | $74,184-40.9% | $62,881-30.3% |
| Participation rate | 64.9% | 72.7%-7.8pp | 76.6%-11.7pp | 69.3%-4.4pp |
| Annual return | 6.68% | 21.38%-14.7pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $674 | $1,680-59.9% | $2,370-71.6% | $2,281-70.5% |
| Participant deferral / active EE | $2,194 | $2,856-23.2% | $3,550-38.2% | $3,203-31.5% |
| Admin fee / account holder | $7,896 | $4,261+85.3% | $5,586+41.4% | $4,296+83.8% |