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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 | $30,380 | $93,598-67.5% | $135,974-77.7% | $75,173-59.6% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.9%-41.9pp | 67.2%-27.2pp |
| Annual return | 20.68% | 30.89%-10.2pp | 68.30%-47.6pp | 160.72%-140.0pp |
| Employer contribution / active EE | $1,363 | $3,538-61.5% | $4,859-71.9% | $2,671-49.0% |
| Participant deferral / active EE | $2,680 | $6,405-58.2% | $7,760-65.5% | $4,126-35.1% |
| Admin fee / account holder | $825 | $6,978-88.2% | $10,767-92.3% | $5,651-85.4% |