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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 | $29,951 | $112,729-73.4% | $98,716-69.7% | $137,256-78.2% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.3%-7.4pp | 80.0%-18.1pp |
| Annual return | 16.23% | 38.48%-22.3pp | 31.81%-15.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,452 | $2,725-46.7% | $2,279-36.3% | $4,156-65.1% |
| Participant deferral / active EE | $3,631 | $4,640-21.8% | $4,048-10.3% | $6,407-43.3% |
| Admin fee / account holder | $1,192 | $10,129-88.2% | $8,703-86.3% | $12,270-90.3% |