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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 | $49,756 | $199,109-75.0% | $173,730-71.4% | $154,746-67.8% |
| Participation rate | 28.6% | 82.8%-54.2pp | 79.6%-51.0pp | 80.7%-52.1pp |
| Annual return | 21.58% | 20.02%+1.6pp | 19.96%+1.6pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,689 | $5,311-68.2% | $4,577-63.1% | $4,379-61.4% |
| Participant deferral / active EE | $2,689 | $7,113-62.2% | $6,326-57.5% | $6,730-60.0% |
| Admin fee / account holder | $1,762 | $20,916-91.6% | $17,523-89.9% | $14,365-87.7% |