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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 | $30,061 | $61,605-51.2% | $112,273-73.2% | $75,173-60.0% |
| Participation rate | 36.6% | 61.7%-25.1pp | 72.4%-35.9pp | 67.2%-30.6pp |
| Annual return | 20.39% | 28.47%-8.1pp | 30.23%-9.8pp | 160.72%-140.3pp |
| Employer contribution / active EE | $1,508 | $2,015-25.2% | $3,431-56.1% | $2,671-43.5% |
| Participant deferral / active EE | $3,447 | $3,108+10.9% | $4,800-28.2% | $4,126-16.5% |
| Admin fee / account holder | $1,803 | $4,862-62.9% | $7,752-76.7% | $5,651-68.1% |