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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 | $81,262-60.2% | $155,602-79.2% | $80,911-60.0% |
| Participation rate | 55.4% | 66.2%-10.8pp | 78.2%-22.8pp | 67.6%-12.2pp |
| Annual return | 12.64% | 33.34%-20.7pp | 64.81%-52.2pp | 35.63%-23.0pp |
| Employer contribution / active EE | $2,325 | $3,102-25.1% | $4,675-50.3% | $2,756-15.6% |
| Participant deferral / active EE | $3,049 | $3,451-11.7% | $5,629-45.8% | $4,297-29.0% |
| Admin fee / account holder | $3,943 | $7,992-50.7% | $15,923-75.2% | $6,935-43.1% |