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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 | $29,972 | $102,245-70.7% | $89,340-66.5% | $137,256-78.2% |
| Participation rate | 60.0% | 74.9%-14.9pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 13.00% | 21.89%-8.9pp | 20.57%-7.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,130 | $2,529-55.3% | $2,231-49.3% | $4,156-72.8% |
| Participant deferral / active EE | $1,419 | $4,436-68.0% | $3,823-62.9% | $6,407-77.9% |
| Admin fee / account holder | $1,234 | $8,085-84.7% | $6,704-81.6% | $12,270-89.9% |