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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 | $30,651 | $76,371-59.9% | $93,621-67.3% | $72,976-58.0% |
| Participation rate | 54.7% | 71.8%-17.1pp | 75.8%-21.2pp | 69.5%-14.8pp |
| Annual return | 18.99% | 25.82%-6.8pp | 32.76%-13.8pp | 81.02%-62.0pp |
| Employer contribution / active EE | $1,396 | $2,276-38.7% | $2,719-48.7% | $2,440-42.8% |
| Participant deferral / active EE | $2,810 | $3,538-20.6% | $4,070-31.0% | $3,608-22.1% |
| Admin fee / account holder | $4,171 | $6,839-39.0% | $7,890-47.1% | $5,124-18.6% |