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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 | $32,938 | $107,809-69.4% | $97,032-66.1% | $155,188-78.8% |
| Participation rate | 63.2% | 75.5%-12.3pp | 71.6%-8.4pp | 80.8%-17.6pp |
| Annual return | 18.82% | 38.06%-19.2pp | 35.38%-16.6pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,143 | $2,911-60.7% | $2,629-56.5% | $4,248-73.1% |
| Participant deferral / active EE | $1,816 | $5,129-64.6% | $4,672-61.1% | $6,531-72.2% |
| Admin fee / account holder | $1,563 | $10,717-85.4% | $9,418-83.4% | $14,480-89.2% |