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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 | $32,361 | $81,262-60.2% | $155,602-79.2% | $80,911-60.0% |
| Participation rate | 62.0% | 66.2%-4.2pp | 78.2%-16.2pp | 67.6%-5.6pp |
| Annual return | 12.99% | 33.34%-20.4pp | 64.81%-51.8pp | 35.63%-22.6pp |
| Employer contribution / active EE | $1,783 | $3,102-42.5% | $4,675-61.9% | $2,756-35.3% |
| Participant deferral / active EE | $3,258 | $3,451-5.6% | $5,629-42.1% | $4,297-24.2% |
| Admin fee / account holder | $875 | $7,992-89.1% | $15,923-94.5% | $6,935-87.4% |