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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 | $31,752 | $76,407-58.4% | $150,298-78.9% | $82,448-61.5% |
| Participation rate | 65.9% | 66.4%-0.5pp | 77.8%-11.9pp | 68.1%-2.2pp |
| Annual return | 20.66% | 39.99%-19.3pp | 62.79%-42.1pp | 41.64%-21.0pp |
| Employer contribution / active EE | $2,164 | $2,614-17.2% | $4,154-47.9% | $2,551-15.2% |
| Participant deferral / active EE | $2,593 | $3,214-19.3% | $5,453-52.4% | $4,139-37.3% |
| Admin fee / account holder | $641 | $6,352-89.9% | $14,116-95.5% | $7,234-91.1% |