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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 | $30,551 | $67,602-54.8% | $82,312-62.9% | $70,126-56.4% |
| Participation rate | 62.7% | 72.8%-10.0pp | 76.9%-14.1pp | 69.5%-6.8pp |
| Annual return | 15.94% | 21.57%-5.6pp | 25.88%-9.9pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,069 | $1,755-39.1% | $2,428-56.0% | $2,343-54.4% |
| Participant deferral / active EE | $3,113 | $2,987+4.2% | $3,706-16.0% | $3,332-6.6% |
| Admin fee / account holder | $381 | $4,512-91.5% | $5,608-93.2% | $4,645-91.8% |