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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 | $30,753 | $64,359-52.2% | $90,161-65.9% | $70,124-56.1% |
| Participation rate | 62.3% | 70.4%-8.1pp | 76.9%-14.6pp | 69.5%-7.2pp |
| Annual return | 24.49% | 28.13%-3.6pp | 34.89%-10.4pp | 73.14%-48.7pp |
| Employer contribution / active EE | $1,687 | $2,046-17.5% | $3,318-49.2% | $2,342-28.0% |
| Participant deferral / active EE | $7,207 | $4,389+64.2% | $5,287+36.3% | $3,332+116.3% |
| Admin fee / account holder | $1,731 | $3,945-56.1% | $5,943-70.9% | $4,645-62.7% |