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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 | $29,997 | $81,504-63.2% | $102,437-70.7% | $80,959-62.9% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 17.05% | 25.60%-8.5pp | 24.95%-7.9pp | 35.67%-18.6pp |
| Employer contribution / active EE | $1,207 | $3,104-61.1% | $3,871-68.8% | $2,757-56.2% |
| Participant deferral / active EE | $2,716 | $3,871-29.8% | $5,060-46.3% | $4,300-36.8% |
| Admin fee / account holder | $3,807 | $6,719-43.3% | $8,388-54.6% | $6,925-45.0% |