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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 | $31,115 | $101,795-69.4% | $165,100-81.2% | $80,959-61.6% |
| Participation rate | 59.3% | 71.8%-12.6pp | 78.6%-19.4pp | 67.7%-8.4pp |
| Annual return | 12.87% | 16.73%-3.9pp | 70.21%-57.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,399 | $2,954-52.7% | $4,348-67.8% | $2,757-49.3% |
| Participant deferral / active EE | $2,718 | $4,476-39.3% | $6,035-55.0% | $4,300-36.8% |
| Admin fee / account holder | $2,986 | $8,221-63.7% | $12,696-76.5% | $6,925-56.9% |