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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 | $29,654 | $45,438-34.7% | $80,004-62.9% | $59,633-50.3% |
| Participation rate | 61.7% | 63.7%-2.0pp | 73.0%-11.3pp | 68.7%-7.0pp |
| Annual return | 3.24% | 5.10%-1.9pp | 7.63%-4.4pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $602 | $1,236-51.3% | $2,473-75.6% | $2,203-72.7% |
| Participant deferral / active EE | $1,731 | $2,231-22.4% | $3,204-46.0% | $3,192-45.8% |
| Admin fee / account holder | $3,266 | $3,464-5.7% | $5,033-35.1% | $4,297-24.0% |