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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 | $30,565 | $63,845-52.1% | $81,370-62.4% | $80,959-62.2% |
| Participation rate | 40.7% | 63.9%-23.1pp | 69.5%-28.8pp | 67.7%-26.9pp |
| Annual return | 20.60% | 16.37%+4.2pp | 24.85%-4.2pp | 35.67%-15.1pp |
| Employer contribution / active EE | $1,198 | $1,980-39.5% | $2,464-51.4% | $2,757-56.5% |
| Participant deferral / active EE | $3,491 | $3,093+12.9% | $3,885-10.1% | $4,300-18.8% |
| Admin fee / account holder | $3,268 | $5,688-42.5% | $5,749-43.2% | $6,925-52.8% |