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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 | $30,929 | $62,086-50.2% | $90,259-65.7% | $64,340-51.9% |
| Participation rate | 44.5% | 53.9%-9.3pp | 70.7%-26.2pp | 55.2%-10.7pp |
| Annual return | 16.77% | 16.73%0pp | 18.88%-2.1pp | 24.14%-7.4pp |
| Employer contribution / active EE | $443 | $1,883-76.5% | $2,291-80.7% | $1,862-76.2% |
| Participant deferral / active EE | $2,253 | $2,557-11.9% | $3,827-41.1% | $2,980-24.4% |
| Admin fee / account holder | $4,396 | $3,317+32.5% | $7,267-39.5% | $3,703+18.7% |