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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 | $30,884 | $78,520-60.7% | $96,576-68.0% | $82,448-62.5% |
| Participation rate | 62.9% | 77.7%-14.9pp | 81.4%-18.6pp | 68.1%-5.2pp |
| Annual return | 18.16% | 41.30%-23.1pp | 38.47%-20.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,827 | $2,630-30.5% | $3,553-48.6% | $2,551-28.4% |
| Participant deferral / active EE | $3,381 | $6,754-49.9% | $7,956-57.5% | $4,139-18.3% |
| Admin fee / account holder | $3,051 | $13,455-77.3% | $11,381-73.2% | $7,234-57.8% |