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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 | $30,359 | $63,082-51.9% | $81,726-62.9% | $79,856-62.0% |
| Participation rate | 42.2% | 67.5%-25.3pp | 72.0%-29.8pp | 69.6%-27.4pp |
| Annual return | 14.88% | 22.66%-7.8pp | 29.49%-14.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $491 | $1,795-72.7% | $4,311-88.6% | $2,471-80.1% |
| Participant deferral / active EE | $2,075 | $2,780-25.4% | $7,108-70.8% | $3,741-44.5% |
| Admin fee / account holder | $3,507 | $4,428-20.8% | $5,160-32.0% | $5,306-33.9% |