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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 | $30,537 | $72,269-57.7% | $101,271-69.8% | $79,852-61.8% |
| Participation rate | 23.3% | 68.5%-45.2pp | 75.8%-52.6pp | 69.6%-46.4pp |
| Annual return | 20.98% | 22.29%-1.3pp | 46.48%-25.5pp | 31.72%-10.7pp |
| Employer contribution / active EE | $864 | $2,692-67.9% | $3,660-76.4% | $2,471-65.0% |
| Participant deferral / active EE | $2,908 | $3,282-11.4% | $4,371-33.5% | $3,740-22.3% |
| Admin fee / account holder | $4,401 | $4,4010% | $5,948-26.0% | $5,306-17.1% |