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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 | $32,525 | $63,845-49.1% | $81,370-60.0% | $80,959-59.8% |
| Participation rate | 42.9% | 63.9%-21.0pp | 69.5%-26.7pp | 67.7%-24.8pp |
| Annual return | 21.86% | 16.37%+5.5pp | 24.85%-3.0pp | 35.67%-13.8pp |
| Employer contribution / active EE | $1,577 | $1,980-20.3% | $2,464-36.0% | $2,757-42.8% |
| Participant deferral / active EE | $3,459 | $3,093+11.8% | $3,885-11.0% | $4,300-19.6% |
| Admin fee / account holder | $1,913 | $5,688-66.4% | $5,749-66.7% | $6,925-72.4% |