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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 | $29,772 | $48,076-38.1% | $78,690-62.2% | $62,891-52.7% |
| Participation rate | 62.0% | 65.2%-3.2pp | 73.6%-11.6pp | 69.3%-7.3pp |
| Annual return | 5.96% | 31.35%-25.4pp | 62.18%-56.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,172 | $2,015-41.8% | $2,851-58.9% | $2,281-48.6% |
| Participant deferral / active EE | $2,331 | $2,588-9.9% | $3,517-33.7% | $3,203-27.2% |
| Admin fee / account holder | $4,164 | $3,207+29.8% | $4,511-7.7% | $4,296-3.1% |