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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 | $20,105 | $57,541-65.1% | $95,740-79.0% | $75,173-73.3% |
| Participation rate | 56.0% | 62.5%-6.5pp | 72.3%-16.3pp | 67.2%-11.2pp |
| Annual return | 29.76% | 34.93%-5.2pp | 28.41%+1.3pp | 160.72%-131.0pp |
| Employer contribution / active EE | $1,216 | $1,808-32.7% | $2,836-57.1% | $2,671-54.5% |
| Participant deferral / active EE | $2,344 | $3,074-23.7% | $4,244-44.8% | $4,126-43.2% |
| Admin fee / account holder | $3,718 | $4,099-9.3% | $5,676-34.5% | $5,651-34.2% |