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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 | $32,128 | $36,948-13.0% | $73,658-56.4% | $87,485-63.3% |
| Participation rate | 31.0% | 46.8%-15.9pp | 57.0%-26.1pp | 68.9%-38.0pp |
| Annual return | 19.95% | 28.64%-8.7pp | 29.72%-9.8pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,287 | $670+92.1% | $1,032+24.7% | $2,596-50.4% |
| Participant deferral / active EE | $2,016 | $1,379+46.2% | $2,062-2.2% | $4,274-52.8% |
| Admin fee / account holder | $2,456 | $2,531-3.0% | $3,357-26.8% | $7,775-68.4% |