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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 | $30,986 | $77,814-60.2% | $158,223-80.4% | $86,983-64.4% |
| Participation rate | 58.6% | 68.4%-9.8pp | 79.2%-20.6pp | 69.5%-10.9pp |
| Annual return | 15.90% | 30.54%-14.6pp | 52.09%-36.2pp | 25.83%-9.9pp |
| Employer contribution / active EE | $1,440 | $2,592-44.5% | $4,109-65.0% | $2,584-44.3% |
| Participant deferral / active EE | $2,973 | $3,270-9.1% | $5,467-45.6% | $4,194-29.1% |
| Admin fee / account holder | $2,065 | $5,879-64.9% | $16,047-87.1% | $7,856-73.7% |