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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 | $29,927 | $41,377-27.7% | $109,313-72.6% | $62,881-52.4% |
| Participation rate | 54.5% | 57.5%-3.0pp | 71.3%-16.7pp | 69.3%-14.8pp |
| Annual return | 7.43% | 11.05%-3.6pp | 22.07%-14.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $684 | $1,276-46.4% | $3,892-82.4% | $2,281-70.0% |
| Participant deferral / active EE | $1,483 | $2,045-27.5% | $3,166-53.2% | $3,203-53.7% |
| Admin fee / account holder | $1,484 | $2,884-48.6% | $5,666-73.8% | $4,296-65.5% |