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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 | $31,632 | $45,698-30.8% | $61,048-48.2% | $72,976-56.7% |
| Participation rate | 61.8% | 74.3%-12.5pp | 79.3%-17.5pp | 69.5%-7.7pp |
| Annual return | 19.24% | 20.14%-0.9pp | 26.18%-6.9pp | 81.02%-61.8pp |
| Employer contribution / active EE | $1,201 | $2,803-57.2% | $3,716-67.7% | $2,440-50.8% |
| Participant deferral / active EE | $1,396 | $3,264-57.2% | $4,470-68.8% | $3,608-61.3% |
| Admin fee / account holder | $727 | $3,347-78.3% | $3,728-80.5% | $5,124-85.8% |