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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 | $30,087 | $81,487-63.1% | $102,412-70.6% | $80,935-62.8% |
| Participation rate | 34.3% | 66.8%-32.5pp | 74.5%-40.2pp | 67.7%-33.3pp |
| Annual return | 13.62% | 25.60%-12.0pp | 24.94%-11.3pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,186 | $3,103-61.8% | $3,870-69.4% | $2,757-57.0% |
| Participant deferral / active EE | $2,918 | $3,871-24.6% | $5,060-42.3% | $4,299-32.1% |
| Admin fee / account holder | $2,890 | $6,717-57.0% | $8,388-65.5% | $6,924-58.3% |