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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 | $34,467 | $76,371-54.9% | $93,621-63.2% | $72,976-52.8% |
| Participation rate | 67.7% | 71.8%-4.0pp | 75.8%-8.1pp | 69.5%-1.7pp |
| Annual return | 24.68% | 25.82%-1.1pp | 32.76%-8.1pp | 81.02%-56.3pp |
| Employer contribution / active EE | $777 | $2,276-65.9% | $2,719-71.4% | $2,440-68.2% |
| Participant deferral / active EE | $3,222 | $3,538-8.9% | $4,070-20.8% | $3,608-10.7% |
| Admin fee / account holder | $303 | $6,839-95.6% | $7,890-96.2% | $5,124-94.1% |