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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 | $61,007 | $64,920-6.0% | $103,693-41.2% | $86,983-29.9% |
| Participation rate | 32.3% | 63.6%-31.3pp | 72.6%-40.4pp | 69.5%-37.3pp |
| Annual return | 18.69% | 30.29%-11.6pp | 47.61%-28.9pp | 25.83%-7.1pp |
| Employer contribution / active EE | $1,046 | $2,141-51.1% | $2,920-64.2% | $2,584-59.5% |
| Participant deferral / active EE | $2,105 | $3,241-35.1% | $4,579-54.0% | $4,194-49.8% |
| Admin fee / account holder | $399 | $6,191-93.6% | $7,858-94.9% | $7,856-94.9% |