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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 | $32,671 | $73,955-55.8% | $96,520-66.2% | $75,181-56.5% |
| Participation rate | 61.6% | 66.4%-4.8pp | 74.3%-12.7pp | 67.2%-5.6pp |
| Annual return | 18.02% | 26.72%-8.7pp | 35.72%-17.7pp | 160.69%-142.7pp |
| Employer contribution / active EE | $1,406 | $2,930-52.0% | $3,739-62.4% | $2,671-47.4% |
| Participant deferral / active EE | $3,115 | $3,659-14.9% | $4,879-36.2% | $4,126-24.5% |
| Admin fee / account holder | $3,057 | $5,217-41.4% | $6,733-54.6% | $5,650-45.9% |