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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 | $59,328 | $81,446-27.2% | $103,374-42.6% | $80,874-26.6% |
| Participation rate | 36.6% | 66.9%-30.3pp | 74.5%-37.9pp | 67.6%-31.1pp |
| Annual return | 22.75% | 25.57%-2.8pp | 24.89%-2.1pp | 35.62%-12.9pp |
| Employer contribution / active EE | $1,156 | $3,107-62.8% | $3,869-70.1% | $2,756-58.1% |
| Participant deferral / active EE | $2,064 | $3,870-46.7% | $5,058-59.2% | $4,297-52.0% |
| Admin fee / account holder | $307 | $6,715-95.4% | $8,394-96.3% | $6,935-95.6% |