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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 | $31,619 | $86,949-63.6% | $102,460-69.1% | $80,959-60.9% |
| Participation rate | 61.6% | 72.4%-10.7pp | 76.5%-14.9pp | 67.7%-6.0pp |
| Annual return | 17.72% | 18.89%-1.2pp | 29.47%-11.8pp | 35.67%-18.0pp |
| Employer contribution / active EE | $1,722 | $2,370-27.4% | $3,025-43.1% | $2,757-37.6% |
| Participant deferral / active EE | $2,453 | $4,121-40.5% | $5,056-51.5% | $4,300-43.0% |
| Admin fee / account holder | $3,528 | $8,048-56.2% | $9,460-62.7% | $6,925-49.1% |