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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 | $31,636 | $86,949-63.6% | $102,460-69.1% | $80,959-60.9% |
| Participation rate | 64.0% | 72.4%-8.4pp | 76.5%-12.5pp | 67.7%-3.7pp |
| Annual return | 14.98% | 18.89%-3.9pp | 29.47%-14.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $1,439 | $2,370-39.3% | $3,025-52.4% | $2,757-47.8% |
| Participant deferral / active EE | $2,269 | $4,121-44.9% | $5,056-55.1% | $4,300-47.2% |
| Admin fee / account holder | $1,596 | $8,048-80.2% | $9,460-83.1% | $6,925-77.0% |