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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 | $30,172 | $67,606-55.4% | $82,313-63.3% | $70,124-57.0% |
| Participation rate | 45.9% | 72.8%-26.8pp | 76.9%-30.9pp | 69.5%-23.6pp |
| Annual return | 16.94% | 21.57%-4.6pp | 25.88%-8.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $750 | $1,755-57.2% | $2,428-69.1% | $2,342-68.0% |
| Participant deferral / active EE | $2,661 | $2,987-10.9% | $3,706-28.2% | $3,332-20.1% |
| Admin fee / account holder | $1,107 | $4,512-75.5% | $5,608-80.3% | $4,645-76.2% |