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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 | $30,713 | $112,729-72.8% | $98,716-68.9% | $137,256-77.6% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.3%-4.3pp | 80.0%-15.0pp |
| Annual return | 21.40% | 38.48%-17.1pp | 31.81%-10.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,549 | $2,725-43.2% | $2,279-32.0% | $4,156-62.7% |
| Participant deferral / active EE | $4,102 | $4,640-11.6% | $4,048+1.3% | $6,407-36.0% |
| Admin fee / account holder | $301 | $10,129-97.0% | $8,703-96.5% | $12,270-97.5% |