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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 | $31,324 | $81,446-61.5% | $103,374-69.7% | $80,874-61.3% |
| Participation rate | 29.0% | 66.9%-37.8pp | 74.5%-45.5pp | 67.6%-38.6pp |
| Annual return | 19.68% | 25.57%-5.9pp | 24.89%-5.2pp | 35.62%-15.9pp |
| Employer contribution / active EE | $1,703 | $3,107-45.2% | $3,869-56.0% | $2,756-38.2% |
| Participant deferral / active EE | $3,772 | $3,870-2.5% | $5,058-25.4% | $4,297-12.2% |
| Admin fee / account holder | $363 | $6,715-94.6% | $8,394-95.7% | $6,935-94.8% |