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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 | $56,247 | $57,140-1.6% | $85,240-34.0% | $80,959-30.5% |
| Participation rate | 30.3% | 56.4%-26.1pp | 67.5%-37.2pp | 67.7%-37.4pp |
| Annual return | 13.82% | 21.71%-7.9pp | 66.75%-52.9pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,098 | $1,802-39.1% | $2,735-59.9% | $2,757-60.2% |
| Participant deferral / active EE | $2,921 | $3,115-6.2% | $4,527-35.5% | $4,300-32.1% |
| Admin fee / account holder | $3,574 | $4,992-28.4% | $6,165-42.0% | $6,925-48.4% |