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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 | $124,980-76.0% | $108,359-72.4% | $154,746-80.6% |
| Participation rate | 61.9% | 75.2%-13.3pp | 70.1%-8.2pp | 80.7%-18.8pp |
| Annual return | 16.23% | 45.00%-28.8pp | 36.89%-20.7pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,452 | $2,851-49.1% | $2,399-39.5% | $4,379-66.8% |
| Participant deferral / active EE | $3,631 | $4,743-23.4% | $4,137-12.2% | $6,730-46.1% |
| Admin fee / account holder | $1,192 | $11,502-89.6% | $9,741-87.8% | $14,365-91.7% |