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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 | $29,837 | $93,598-68.1% | $135,974-78.1% | $75,173-60.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 24.35% | 30.89%-6.5pp | 68.30%-44.0pp | 160.72%-136.4pp |
| Employer contribution / active EE | $1,821 | $3,538-48.5% | $4,859-62.5% | $2,671-31.8% |
| Participant deferral / active EE | $3,627 | $6,405-43.4% | $7,760-53.3% | $4,126-12.1% |
| Admin fee / account holder | $1,783 | $6,978-74.4% | $10,767-83.4% | $5,651-68.4% |