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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 | $31,279 | $81,358-61.6% | $155,556-79.9% | $80,959-61.4% |
| Participation rate | 49.0% | 66.3%-17.3pp | 78.2%-29.3pp | 67.7%-18.7pp |
| Annual return | 28.41% | 33.39%-5.0pp | 64.84%-36.4pp | 35.67%-7.3pp |
| Employer contribution / active EE | $1,169 | $3,106-62.4% | $4,675-75.0% | $2,757-57.6% |
| Participant deferral / active EE | $3,147 | $3,455-8.9% | $5,631-44.1% | $4,300-26.8% |
| Admin fee / account holder | $1,790 | $7,994-77.6% | $15,885-88.7% | $6,925-74.1% |