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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 | $29,067 | $76,551-62.0% | $123,894-76.5% | $62,881-53.8% |
| Participation rate | 63.6% | 73.0%-9.3pp | 81.4%-17.8pp | 69.3%-5.7pp |
| Annual return | 31.88% | 18.68%+13.2pp | 47.52%-15.6pp | 20.14%+11.7pp |
| Employer contribution / active EE | $1,712 | $2,882-40.6% | $4,617-62.9% | $2,281-25.0% |
| Participant deferral / active EE | $3,830 | $4,840-20.9% | $5,984-36.0% | $3,203+19.6% |
| Admin fee / account holder | $1,348 | $4,826-72.1% | $8,357-83.9% | $4,296-68.6% |