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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 | $33,304 | $63,365-47.4% | $91,994-63.8% | $72,976-54.4% |
| Participation rate | 53.5% | 72.5%-19.0pp | 78.6%-25.1pp | 69.5%-16.0pp |
| Annual return | 24.77% | 35.35%-10.6pp | 69.04%-44.3pp | 81.02%-56.2pp |
| Employer contribution / active EE | $1,814 | $2,116-14.2% | $3,453-47.5% | $2,440-25.7% |
| Participant deferral / active EE | $3,525 | $4,883-27.8% | $5,924-40.5% | $3,608-2.3% |
| Admin fee / account holder | $3,650 | $4,670-21.8% | $7,744-52.9% | $5,124-28.8% |