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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 | $30,497 | $60,349-49.5% | $74,184-58.9% | $62,881-51.5% |
| Participation rate | 61.3% | 72.7%-11.4pp | 76.6%-15.3pp | 69.3%-8.0pp |
| Annual return | 9.89% | 21.38%-11.5pp | 17.74%-7.8pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,169 | $1,680-30.4% | $2,370-50.7% | $2,281-48.7% |
| Participant deferral / active EE | $2,503 | $2,856-12.4% | $3,550-29.5% | $3,203-21.9% |
| Admin fee / account holder | $1,551 | $4,261-63.6% | $5,586-72.2% | $4,296-63.9% |