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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 | $33,250 | $61,390-45.8% | $112,228-70.4% | $75,177-55.8% |
| Participation rate | 60.3% | 61.6%-1.3pp | 72.4%-12.1pp | 67.2%-6.9pp |
| Annual return | 16.93% | 28.47%-11.5pp | 30.23%-13.3pp | 160.75%-143.8pp |
| Employer contribution / active EE | $1,284 | $2,015-36.3% | $3,432-62.6% | $2,671-51.9% |
| Participant deferral / active EE | $1,726 | $3,108-44.5% | $4,800-64.0% | $4,126-58.2% |
| Admin fee / account holder | $927 | $4,862-80.9% | $7,752-88.0% | $5,651-83.6% |