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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 | $30,034 | $78,015-61.5% | $178,505-83.2% | $80,959-62.9% |
| Participation rate | 63.0% | 65.7%-2.7pp | 77.1%-14.2pp | 67.7%-4.7pp |
| Annual return | 14.89% | 18.10%-3.2pp | 27.16%-12.3pp | 35.67%-20.8pp |
| Employer contribution / active EE | $919 | $2,281-59.7% | $3,955-76.8% | $2,757-66.7% |
| Participant deferral / active EE | $2,789 | $4,406-36.7% | $6,280-55.6% | $4,300-35.1% |
| Admin fee / account holder | $2,251 | $7,160-68.6% | $10,428-78.4% | $6,925-67.5% |