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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 | $30,306 | $86,050-64.8% | $189,758-84.0% | $94,015-67.8% |
| Participation rate | 57.1% | 68.9%-11.8pp | 79.8%-22.7pp | 70.8%-13.7pp |
| Annual return | 12.47% | 17.77%-5.3pp | 52.62%-40.1pp | 17.84%-5.4pp |
| Employer contribution / active EE | $1,541 | $2,819-45.3% | $4,767-67.7% | $2,790-44.8% |
| Participant deferral / active EE | $3,734 | $3,349+11.5% | $5,856-36.2% | $4,249-12.1% |
| Admin fee / account holder | $5,924 | $6,627-10.6% | $20,388-70.9% | $8,951-33.8% |