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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 | $30,334 | $81,504-62.8% | $102,437-70.4% | $80,959-62.5% |
| Participation rate | 55.2% | 66.9%-11.7pp | 74.5%-19.3pp | 67.7%-12.5pp |
| Annual return | 14.87% | 25.60%-10.7pp | 24.95%-10.1pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,122 | $3,104-31.6% | $3,871-45.2% | $2,757-23.0% |
| Participant deferral / active EE | $4,950 | $3,871+27.9% | $5,060-2.2% | $4,300+15.1% |
| Admin fee / account holder | $687 | $6,719-89.8% | $8,388-91.8% | $6,925-90.1% |