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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 | $29,222 | $81,476-64.1% | $102,383-71.5% | $80,925-63.9% |
| Participation rate | 53.7% | 66.8%-13.2pp | 74.5%-20.9pp | 67.7%-14.0pp |
| Annual return | 15.46% | 25.59%-10.1pp | 24.94%-9.5pp | 35.65%-20.2pp |
| Employer contribution / active EE | $1,310 | $3,105-57.8% | $3,870-66.2% | $2,756-52.5% |
| Participant deferral / active EE | $2,748 | $3,871-29.0% | $5,060-45.7% | $4,299-36.1% |
| Admin fee / account holder | $3,930 | $6,717-41.5% | $8,391-53.2% | $6,940-43.4% |