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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 | $30,432 | $81,504-62.7% | $102,437-70.3% | $80,959-62.4% |
| Participation rate | 21.2% | 66.9%-45.6pp | 74.5%-53.3pp | 67.7%-46.5pp |
| Annual return | 13.65% | 25.60%-11.9pp | 24.95%-11.3pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,113 | $3,104-64.1% | $3,871-71.2% | $2,757-59.6% |
| Participant deferral / active EE | $2,364 | $3,871-38.9% | $5,060-53.3% | $4,300-45.0% |
| Admin fee / account holder | $4,292 | $6,719-36.1% | $8,388-48.8% | $6,925-38.0% |