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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 | $32,540 | $106,974-69.6% | $90,796-64.2% | $138,895-76.6% |
| Participation rate | 60.0% | 74.9%-14.9pp | 69.5%-9.5pp | 79.9%-19.9pp |
| Annual return | 12.30% | 20.10%-7.8pp | 19.29%-7.0pp | 145.39%-133.1pp |
| Employer contribution / active EE | $837 | $2,609-67.9% | $2,294-63.5% | $4,194-80.0% |
| Participant deferral / active EE | $1,143 | $4,455-74.3% | $3,822-70.1% | $6,396-82.1% |
| Admin fee / account holder | $1,043 | $8,626-87.9% | $7,024-85.2% | $12,562-91.7% |