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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 | $30,240 | $65,712-54.0% | $57,196-47.1% | $273,972-89.0% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.3%-12.8pp | 83.0%-20.5pp |
| Annual return | 6.21% | 22.01%-15.8pp | 14.59%-8.4pp | 41.46%-35.2pp |
| Employer contribution / active EE | $762 | $3,280-76.8% | $2,683-71.6% | $4,869-84.4% |
| Participant deferral / active EE | $4,416 | $3,782+16.8% | $3,096+42.6% | $5,287-16.5% |
| Admin fee / account holder | $3,630 | $4,838-25.0% | $3,141+15.6% | $10,133-64.2% |