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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 | $30,532 | $81,504-62.5% | $102,437-70.2% | $80,959-62.3% |
| Participation rate | 47.1% | 66.9%-19.8pp | 74.5%-27.4pp | 67.7%-20.6pp |
| Annual return | 17.44% | 25.60%-8.2pp | 24.95%-7.5pp | 35.67%-18.2pp |
| Employer contribution / active EE | $1,776 | $3,104-42.8% | $3,871-54.1% | $2,757-35.6% |
| Participant deferral / active EE | $2,995 | $3,871-22.6% | $5,060-40.8% | $4,300-30.4% |
| Admin fee / account holder | $1,509 | $6,719-77.5% | $8,388-82.0% | $6,925-78.2% |