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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 | $31,023 | $107,733-71.2% | $92,985-66.6% | $154,746-80.0% |
| Participation rate | 60.0% | 74.6%-14.6pp | 69.5%-9.5pp | 80.7%-20.7pp |
| Annual return | 14.31% | 30.39%-16.1pp | 27.99%-13.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,678 | $3,126-46.3% | $2,662-37.0% | $4,379-61.7% |
| Participant deferral / active EE | $4,138 | $5,053-18.1% | $4,377-5.5% | $6,730-38.5% |
| Admin fee / account holder | $7,057 | $11,369-37.9% | $9,463-25.4% | $14,365-50.9% |