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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 | $32,471 | $79,955-59.4% | $98,461-67.0% | $75,173-56.8% |
| Participation rate | 32.3% | 70.4%-38.1pp | 75.2%-42.9pp | 67.2%-34.9pp |
| Annual return | 16.87% | 19.75%-2.9pp | 21.17%-4.3pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,270 | $2,264-43.9% | $3,049-58.3% | $2,671-52.5% |
| Participant deferral / active EE | $2,467 | $3,752-34.3% | $4,738-47.9% | $4,126-40.2% |
| Admin fee / account holder | $462 | $6,841-93.2% | $8,961-94.8% | $5,651-91.8% |