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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 | $30,059 | $68,586-56.2% | $120,380-75.0% | $80,911-62.8% |
| Participation rate | 56.6% | 61.6%-5.0pp | 71.9%-15.3pp | 67.6%-11.0pp |
| Annual return | 23.01% | 23.62%-0.6pp | 107.28%-84.3pp | 35.63%-12.6pp |
| Employer contribution / active EE | $1,041 | $2,053-49.3% | $3,465-70.0% | $2,756-62.2% |
| Participant deferral / active EE | $3,589 | $3,174+13.1% | $4,992-28.1% | $4,297-16.5% |
| Admin fee / account holder | $1,092 | $5,733-81.0% | $9,421-88.4% | $6,935-84.3% |