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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 | $30,067 | $60,349-50.2% | $74,184-59.5% | $62,881-52.2% |
| Participation rate | 42.5% | 72.7%-30.2pp | 76.6%-34.1pp | 69.3%-26.8pp |
| Annual return | 9.08% | 21.38%-12.3pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,243 | $1,680-26.1% | $2,370-47.6% | $2,281-45.5% |
| Participant deferral / active EE | $1,902 | $2,856-33.4% | $3,550-46.4% | $3,203-40.6% |
| Admin fee / account holder | $763 | $4,261-82.1% | $5,586-86.3% | $4,296-82.2% |