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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 | $30,267 | $45,266-33.1% | $103,693-70.8% | $65,306-53.7% |
| Participation rate | 61.7% | 53.3%+8.3pp | 72.6%-11.0pp | 57.7%+4.0pp |
| Annual return | 18.92% | 25.10%-6.2pp | 47.61%-28.7pp | 21.94%-3.0pp |
| Employer contribution / active EE | $1,072 | $1,765-39.3% | $2,920-63.3% | $1,967-45.5% |
| Participant deferral / active EE | $1,639 | $2,099-21.9% | $4,579-64.2% | $2,959-44.6% |
| Admin fee / account holder | $1,542 | $3,221-52.1% | $7,858-80.4% | $3,480-55.7% |