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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 | $32,245 | $56,054-42.5% | $171,082-81.2% | $62,881-48.7% |
| Participation rate | 61.8% | 62.9%-1.1pp | 76.7%-14.9pp | 69.3%-7.5pp |
| Annual return | 10.32% | 22.52%-12.2pp | 32.56%-22.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $2,030 | $1,731+17.3% | $4,002-49.3% | $2,281-11.0% |
| Participant deferral / active EE | $3,438 | $3,158+8.9% | $4,797-28.3% | $3,203+7.3% |
| Admin fee / account holder | $1,202 | $3,647-67.1% | $8,520-85.9% | $4,296-72.0% |