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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 | $30,545 | $79,894-61.8% | $135,792-77.5% | $82,637-63.0% |
| Participation rate | 60.7% | 63.0%-2.3pp | 72.6%-11.9pp | 68.1%-7.3pp |
| Annual return | 16.18% | 17.20%-1.0pp | 25.96%-9.8pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,178 | $2,165-45.6% | $3,496-66.3% | $2,552-53.8% |
| Participant deferral / active EE | $4,004 | $3,194+25.4% | $4,759-15.9% | $4,126-3.0% |
| Admin fee / account holder | $1,611 | $6,434-75.0% | $12,266-86.9% | $7,339-78.0% |