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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 | $31,533 | $76,407-58.7% | $150,298-79.0% | $82,448-61.8% |
| Participation rate | 68.0% | 66.4%+1.6pp | 77.8%-9.8pp | 68.1%-0.1pp |
| Annual return | 16.19% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,018 | $2,614-61.1% | $4,154-75.5% | $2,551-60.1% |
| Participant deferral / active EE | $1,714 | $3,214-46.7% | $5,453-68.6% | $4,139-58.6% |
| Admin fee / account holder | $2,951 | $6,352-53.5% | $14,116-79.1% | $7,234-59.2% |