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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 | $31,500 | $81,504-61.4% | $102,437-69.2% | $80,959-61.1% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 11.22% | 25.60%-14.4pp | 24.95%-13.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,279 | $3,104-58.8% | $3,871-67.0% | $2,757-53.6% |
| Participant deferral / active EE | $2,280 | $3,871-41.1% | $5,060-54.9% | $4,300-47.0% |
| Admin fee / account holder | $1,383 | $6,719-79.4% | $8,388-83.5% | $6,925-80.0% |