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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 | $31,078 | $64,920-52.1% | $103,693-70.0% | $86,983-64.3% |
| Participation rate | 54.5% | 63.6%-9.0pp | 72.6%-18.1pp | 69.5%-15.0pp |
| Annual return | 14.28% | 30.29%-16.0pp | 47.61%-33.3pp | 25.83%-11.6pp |
| Employer contribution / active EE | $1,585 | $2,141-26.0% | $2,920-45.7% | $2,584-38.7% |
| Participant deferral / active EE | $1,623 | $3,241-49.9% | $4,579-64.6% | $4,194-61.3% |
| Admin fee / account holder | $2,852 | $6,191-53.9% | $7,858-63.7% | $7,856-63.7% |