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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 | $30,165 | $81,487-63.0% | $102,412-70.5% | $80,935-62.7% |
| Participation rate | 25.9% | 66.8%-41.0pp | 74.5%-48.6pp | 67.7%-41.8pp |
| Annual return | 18.42% | 25.60%-7.2pp | 24.94%-6.5pp | 35.66%-17.2pp |
| Employer contribution / active EE | $1,044 | $3,103-66.4% | $3,870-73.0% | $2,757-62.1% |
| Participant deferral / active EE | $2,226 | $3,871-42.5% | $5,060-56.0% | $4,299-48.2% |
| Admin fee / account holder | $1,030 | $6,717-84.7% | $8,388-87.7% | $6,924-85.1% |