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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 | $30,665 | $88,996-65.5% | $78,004-60.7% | $138,895-77.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 23.93% | 28.03%-4.1pp | 31.07%-7.1pp | 145.39%-121.5pp |
| Employer contribution / active EE | $1,518 | $2,917-48.0% | $2,469-38.5% | $4,194-63.8% |
| Participant deferral / active EE | $1,779 | $4,724-62.3% | $4,092-56.5% | $6,396-72.2% |
| Admin fee / account holder | $487 | $8,807-94.5% | $7,578-93.6% | $12,562-96.1% |