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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 | $32,093 | $67,602-52.5% | $82,312-61.0% | $70,126-54.2% |
| Participation rate | 69.7% | 72.8%-3.1pp | 76.9%-7.2pp | 69.5%+0.2pp |
| Annual return | 15.30% | 21.57%-6.3pp | 25.88%-10.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $599 | $1,755-65.9% | $2,428-75.3% | $2,343-74.4% |
| Participant deferral / active EE | $2,012 | $2,987-32.6% | $3,706-45.7% | $3,332-39.6% |
| Admin fee / account holder | $615 | $4,512-86.4% | $5,608-89.0% | $4,645-86.8% |