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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 | $32,916 | $239,571-86.3% | $183,328-82.0% | $137,256-76.0% |
| Participation rate | 58.3% | 82.4%-24.1pp | 77.3%-19.0pp | 80.0%-21.6pp |
| Annual return | 18.48% | 35.69%-17.2pp | 29.67%-11.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,494 | $6,148-75.7% | $5,055-70.5% | $4,156-64.1% |
| Participant deferral / active EE | $2,865 | $7,995-64.2% | $6,795-57.8% | $6,407-55.3% |
| Admin fee / account holder | $1,388 | $30,059-95.4% | $21,427-93.5% | $12,270-88.7% |