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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 | $30,661 | $56,894-46.1% | $84,753-63.8% | $62,881-51.2% |
| Participation rate | 45.7% | 68.5%-22.9pp | 76.6%-30.9pp | 69.3%-23.7pp |
| Annual return | 5.74% | 6.30%-0.6pp | 22.78%-17.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $809 | $2,400-66.3% | $3,574-77.4% | $2,281-64.5% |
| Participant deferral / active EE | $1,633 | $2,709-39.7% | $3,712-56.0% | $3,203-49.0% |
| Admin fee / account holder | $3,525 | $3,581-1.6% | $5,333-33.9% | $4,296-17.9% |