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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 | $33,870 | $86,940-61.0% | $102,434-66.9% | $80,935-58.2% |
| Participation rate | 64.7% | 72.4%-7.7pp | 76.5%-11.8pp | 67.7%-3.0pp |
| Annual return | 14.89% | 18.89%-4.0pp | 29.46%-14.6pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,567 | $2,370-33.9% | $3,023-48.2% | $2,757-43.1% |
| Participant deferral / active EE | $2,548 | $4,121-38.2% | $5,055-49.6% | $4,299-40.7% |
| Admin fee / account holder | $1,579 | $8,047-80.4% | $9,462-83.3% | $6,924-77.2% |