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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 | $33,588 | $94,031-64.3% | $115,768-71.0% | $82,448-59.3% |
| Participation rate | 60.0% | 70.4%-10.4pp | 74.4%-14.4pp | 68.1%-8.1pp |
| Annual return | 19.28% | 20.61%-1.3pp | 100.46%-81.2pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,783 | $2,323-23.3% | $2,940-39.4% | $2,551-30.1% |
| Participant deferral / active EE | $3,375 | $3,972-15.0% | $4,917-31.4% | $4,139-18.5% |
| Admin fee / account holder | $536 | $10,249-94.8% | $12,439-95.7% | $7,234-92.6% |