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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 | $30,774 | $79,955-61.5% | $98,450-68.7% | $75,181-59.1% |
| Participation rate | 53.3% | 70.4%-17.0pp | 75.2%-21.8pp | 67.2%-13.9pp |
| Annual return | 18.86% | 19.75%-0.9pp | 21.16%-2.3pp | 160.69%-141.8pp |
| Employer contribution / active EE | $1,182 | $2,264-47.8% | $3,049-61.2% | $2,671-55.8% |
| Participant deferral / active EE | $2,898 | $3,752-22.8% | $4,739-38.8% | $4,126-29.7% |
| Admin fee / account holder | $1,045 | $6,841-84.7% | $8,961-88.3% | $5,650-81.5% |