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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 | $30,413 | $63,456-52.1% | $100,712-69.8% | $64,097-52.6% |
| Participation rate | 29.9% | 49.7%-19.7pp | 69.3%-39.3pp | 55.2%-25.3pp |
| Annual return | 22.34% | 19.65%+2.7pp | 33.27%-10.9pp | 34.64%-12.3pp |
| Employer contribution / active EE | $1,112 | $1,003+10.9% | $2,313-51.9% | $1,891-41.2% |
| Participant deferral / active EE | $2,283 | $2,463-7.3% | $4,085-44.1% | $3,080-25.9% |
| Admin fee / account holder | $3,140 | $4,808-34.7% | $9,256-66.1% | $3,454-9.1% |