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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 | $32,377 | $81,358-60.2% | $155,556-79.2% | $80,959-60.0% |
| Participation rate | 55.4% | 66.3%-10.9pp | 78.2%-22.8pp | 67.7%-12.3pp |
| Annual return | 12.64% | 33.39%-20.7pp | 64.84%-52.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $2,325 | $3,106-25.2% | $4,675-50.3% | $2,757-15.7% |
| Participant deferral / active EE | $3,049 | $3,455-11.8% | $5,631-45.9% | $4,300-29.1% |
| Admin fee / account holder | $3,943 | $7,994-50.7% | $15,885-75.2% | $6,925-43.1% |