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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 | $30,561 | $60,349-49.4% | $74,184-58.8% | $62,881-51.4% |
| Participation rate | 65.9% | 72.7%-6.9pp | 76.6%-10.8pp | 69.3%-3.5pp |
| Annual return | 8.36% | 21.38%-13.0pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $485 | $1,680-71.1% | $2,370-79.5% | $2,281-78.7% |
| Participant deferral / active EE | $1,491 | $2,856-47.8% | $3,550-58.0% | $3,203-53.5% |
| Admin fee / account holder | $412 | $4,261-90.3% | $5,586-92.6% | $4,296-90.4% |