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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 | $29,846 | $184,014-83.8% | $161,149-81.5% | $138,895-78.5% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.8%-18.8pp | 79.9%-19.9pp |
| Annual return | 22.61% | 21.52%+1.1pp | 21.16%+1.5pp | 145.39%-122.8pp |
| Employer contribution / active EE | $1,623 | $5,055-67.9% | $4,360-62.8% | $4,194-61.3% |
| Participant deferral / active EE | $3,993 | $6,909-42.2% | $6,153-35.1% | $6,396-37.6% |
| Admin fee / account holder | $1,380 | $18,027-92.3% | $15,194-90.9% | $12,562-89.0% |