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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 | $30,137 | $69,977-56.9% | $108,582-72.2% | $62,881-52.1% |
| Participation rate | 60.0% | 72.9%-12.9pp | 79.6%-19.6pp | 69.3%-9.3pp |
| Annual return | 14.02% | 10.73%+3.3pp | -51.70%+65.7pp | 20.14%-6.1pp |
| Employer contribution / active EE | $1,217 | $2,135-43.0% | $3,758-67.6% | $2,281-46.7% |
| Participant deferral / active EE | $2,361 | $3,165-25.4% | $4,311-45.2% | $3,203-26.3% |
| Admin fee / account holder | $4,648 | $5,076-8.4% | $7,645-39.2% | $4,296+8.2% |