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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 | $30,856 | $72,269-57.3% | $101,271-69.5% | $79,852-61.4% |
| Participation rate | 32.5% | 68.5%-36.0pp | 75.8%-43.3pp | 69.6%-37.1pp |
| Annual return | 20.19% | 22.29%-2.1pp | 46.48%-26.3pp | 31.72%-11.5pp |
| Employer contribution / active EE | $1,084 | $2,692-59.7% | $3,660-70.4% | $2,471-56.1% |
| Participant deferral / active EE | $2,129 | $3,282-35.1% | $4,371-51.3% | $3,740-43.1% |
| Admin fee / account holder | $2,802 | $4,401-36.3% | $5,948-52.9% | $5,306-47.2% |