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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 | $32,660 | $106,864-69.4% | $147,318-77.8% | $82,637-60.5% |
| Participation rate | 42.3% | 75.5%-33.2pp | 82.1%-39.8pp | 68.1%-25.7pp |
| Annual return | 21.17% | 27.49%-6.3pp | 70.43%-49.3pp | 53.51%-32.3pp |
| Employer contribution / active EE | $1,530 | $3,417-55.2% | $4,593-66.7% | $2,552-40.0% |
| Participant deferral / active EE | $3,322 | $6,496-48.9% | $7,906-58.0% | $4,126-19.5% |
| Admin fee / account holder | $939 | $8,415-88.8% | $13,708-93.2% | $7,339-87.2% |