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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 | $31,915 | $72,027-55.7% | $185,835-82.8% | $79,852-60.0% |
| Participation rate | 59.0% | 65.8%-6.8pp | 78.0%-19.1pp | 69.6%-10.7pp |
| Annual return | 27.73% | 23.13%+4.6pp | 35.96%-8.2pp | 31.72%-4.0pp |
| Employer contribution / active EE | $1,872 | $1,965-4.7% | $4,087-54.2% | $2,471-24.2% |
| Participant deferral / active EE | $2,898 | $3,780-23.3% | $5,633-48.6% | $3,740-22.5% |
| Admin fee / account holder | $2,335 | $4,513-48.3% | $9,502-75.4% | $5,306-56.0% |