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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 | $41,345 | $60,349-31.5% | $74,184-44.3% | $62,881-34.2% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 5.52% | 21.38%-15.9pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $775 | $1,680-53.9% | $2,370-67.3% | $2,281-66.0% |
| Participant deferral / active EE | $1,965 | $2,856-31.2% | $3,550-44.6% | $3,203-38.6% |
| Admin fee / account holder | $628 | $4,261-85.3% | $5,586-88.8% | $4,296-85.4% |