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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 | $30,151 | $90,400-66.6% | $186,193-83.8% | $87,485-65.5% |
| Participation rate | 62.7% | 66.2%-3.5pp | 77.1%-14.4pp | 68.9%-6.3pp |
| Annual return | 18.63% | 22.15%-3.5pp | 78.03%-59.4pp | 26.06%-7.4pp |
| Employer contribution / active EE | $1,844 | $2,170-15.0% | $3,918-52.9% | $2,596-29.0% |
| Participant deferral / active EE | $3,034 | $4,330-29.9% | $6,513-53.4% | $4,274-29.0% |
| Admin fee / account holder | $4,955 | $8,673-42.9% | $11,058-55.2% | $7,775-36.3% |