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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 | $30,467 | $55,713-45.3% | $75,901-59.9% | $72,975-58.3% |
| Participation rate | 57.1% | 61.1%-4.0pp | 69.3%-12.1pp | 69.5%-12.3pp |
| Annual return | 19.81% | 27.60%-7.8pp | 30.76%-10.9pp | 81.01%-61.2pp |
| Employer contribution / active EE | $494 | $1,687-70.7% | $2,501-80.3% | $2,440-79.8% |
| Participant deferral / active EE | $2,031 | $2,634-22.9% | $3,603-43.6% | $3,608-43.7% |
| Admin fee / account holder | $1,430 | $3,980-64.1% | $5,420-73.6% | $5,124-72.1% |