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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 | $41,794 | $60,349-30.7% | $74,184-43.7% | $62,881-33.5% |
| Participation rate | 61.9% | 72.7%-10.8pp | 76.6%-14.7pp | 69.3%-7.4pp |
| Annual return | 5.33% | 21.38%-16.0pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $361 | $1,680-78.5% | $2,370-84.8% | $2,281-84.2% |
| Participant deferral / active EE | $2,483 | $2,856-13.1% | $3,550-30.0% | $3,203-22.5% |
| Admin fee / account holder | $1,920 | $4,261-54.9% | $5,586-65.6% | $4,296-55.3% |