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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 | $33,465 | $41,377-19.1% | $109,313-69.4% | $62,881-46.8% |
| Participation rate | 48.8% | 57.5%-8.8pp | 71.3%-22.5pp | 69.3%-20.6pp |
| Annual return | 5.11% | 11.05%-5.9pp | 22.07%-17.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $301 | $1,276-76.4% | $3,892-92.3% | $2,281-86.8% |
| Participant deferral / active EE | $1,593 | $2,045-22.1% | $3,166-49.7% | $3,203-50.3% |
| Admin fee / account holder | $568 | $2,884-80.3% | $5,666-90.0% | $4,296-86.8% |