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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 | $30,305 | $48,078-37.0% | $78,676-61.5% | $62,881-51.8% |
| Participation rate | 61.5% | 65.2%-3.7pp | 73.6%-12.0pp | 69.3%-7.8pp |
| Annual return | 7.86% | 31.36%-23.5pp | 62.19%-54.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,351 | $2,015-32.9% | $2,850-52.6% | $2,281-40.8% |
| Participant deferral / active EE | $3,259 | $2,587+26.0% | $3,517-7.3% | $3,203+1.8% |
| Admin fee / account holder | $1,167 | $3,206-63.6% | $4,510-74.1% | $4,296-72.8% |