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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 | $31,045 | $58,851-47.2% | $115,170-73.0% | $72,983-57.5% |
| Participation rate | 65.2% | 65.5%-0.3pp | 75.9%-10.7pp | 69.5%-4.3pp |
| Annual return | 18.07% | 23.16%-5.1pp | 35.60%-17.5pp | 81.01%-62.9pp |
| Employer contribution / active EE | $512 | $1,798-71.5% | $3,179-83.9% | $2,440-79.0% |
| Participant deferral / active EE | $2,529 | $2,643-4.3% | $4,169-39.3% | $3,608-29.9% |
| Admin fee / account holder | $1,735 | $6,370-72.8% | $7,089-75.5% | $5,124-66.1% |