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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 | $31,005 | $86,050-64.0% | $189,758-83.7% | $94,015-67.0% |
| Participation rate | 64.5% | 68.9%-4.4pp | 79.8%-15.3pp | 70.8%-6.3pp |
| Annual return | 12.70% | 17.77%-5.1pp | 52.62%-39.9pp | 17.84%-5.1pp |
| Employer contribution / active EE | $1,695 | $2,819-39.9% | $4,767-64.4% | $2,790-39.2% |
| Participant deferral / active EE | $2,823 | $3,349-15.7% | $5,856-51.8% | $4,249-33.6% |
| Admin fee / account holder | $3,709 | $6,627-44.0% | $20,388-81.8% | $8,951-58.6% |