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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 | $33,390 | $78,670-57.6% | $109,173-69.4% | $85,847-61.1% |
| Participation rate | 62.3% | 68.3%-6.0pp | 75.9%-13.6pp | 69.3%-7.0pp |
| Annual return | 16.30% | 25.09%-8.8pp | 25.75%-9.5pp | 318.61%-302.3pp |
| Employer contribution / active EE | $1,427 | $2,734-47.8% | $3,723-61.7% | $2,565-44.4% |
| Participant deferral / active EE | $2,483 | $3,467-28.4% | $4,654-46.7% | $3,952-37.2% |
| Admin fee / account holder | $1,234 | $5,469-77.4% | $6,755-81.7% | $6,261-80.3% |