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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 | $29,648 | $88,996-66.7% | $78,004-62.0% | $138,895-78.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 14.27% | 28.03%-13.8pp | 31.07%-16.8pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,302 | $2,917-55.4% | $2,469-47.3% | $4,194-69.0% |
| Participant deferral / active EE | $3,067 | $4,724-35.1% | $4,092-25.0% | $6,396-52.1% |
| Admin fee / account holder | $342 | $8,807-96.1% | $7,578-95.5% | $12,562-97.3% |