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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 | $30,112 | $76,834-60.8% | $108,359-72.2% | $87,485-65.6% |
| Participation rate | 35.7% | 61.7%-26.0pp | 70.1%-34.4pp | 68.9%-33.2pp |
| Annual return | 14.62% | 19.09%-4.5pp | 36.89%-22.3pp | 26.06%-11.4pp |
| Employer contribution / active EE | $563 | $1,556-63.9% | $2,399-76.6% | $2,596-78.3% |
| Participant deferral / active EE | $2,595 | $3,100-16.3% | $4,137-37.3% | $4,274-39.3% |
| Admin fee / account holder | $5,656 | $6,537-13.5% | $9,741-41.9% | $7,775-27.3% |