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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 | $30,697 | $58,099-47.2% | $76,902-60.1% | $75,177-59.2% |
| Participation rate | 60.9% | 63.9%-3.0pp | 69.6%-8.7pp | 67.2%-6.3pp |
| Annual return | 16.89% | 26.71%-9.8pp | 37.91%-21.0pp | 160.75%-143.9pp |
| Employer contribution / active EE | $1,376 | $1,996-31.0% | $2,534-45.7% | $2,671-48.5% |
| Participant deferral / active EE | $2,704 | $2,999-9.8% | $3,833-29.5% | $4,126-34.5% |
| Admin fee / account holder | $3,700 | $4,778-22.6% | $5,479-32.5% | $5,651-34.5% |