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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 | $45,313 | $55,684-18.6% | $75,900-40.3% | $72,976-37.9% |
| Participation rate | 30.1% | 61.1%-31.0pp | 69.3%-39.1pp | 69.5%-39.4pp |
| Annual return | 22.13% | 27.60%-5.5pp | 30.73%-8.6pp | 81.02%-58.9pp |
| Employer contribution / active EE | $611 | $1,687-63.8% | $2,501-75.6% | $2,440-74.9% |
| Participant deferral / active EE | $2,418 | $2,634-8.2% | $3,604-32.9% | $3,608-33.0% |
| Admin fee / account holder | $701 | $3,981-82.4% | $5,421-87.1% | $5,124-86.3% |