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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 | $34,504 | $71,215-51.6% | $93,696-63.2% | $80,935-57.4% |
| Participation rate | 51.7% | 60.4%-8.7pp | 68.7%-17.0pp | 67.7%-15.9pp |
| Annual return | 12.06% | 11.27%+0.8pp | 133.74%-121.7pp | 35.66%-23.6pp |
| Employer contribution / active EE | $974 | $1,565-37.7% | $2,422-59.8% | $2,757-64.7% |
| Participant deferral / active EE | $4,055 | $4,037+0.5% | $4,417-8.2% | $4,299-5.7% |
| Admin fee / account holder | $447 | $6,958-93.6% | $8,287-94.6% | $6,924-93.5% |