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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 | $33,697 | $86,940-61.2% | $102,434-67.1% | $80,935-58.4% |
| Participation rate | 63.8% | 72.4%-8.6pp | 76.5%-12.7pp | 67.7%-3.8pp |
| Annual return | 24.32% | 18.89%+5.4pp | 29.46%-5.1pp | 35.66%-11.3pp |
| Employer contribution / active EE | $1,098 | $2,370-53.7% | $3,023-63.7% | $2,757-60.2% |
| Participant deferral / active EE | $3,847 | $4,121-6.7% | $5,055-23.9% | $4,299-10.5% |
| Admin fee / account holder | $1,244 | $8,047-84.5% | $9,462-86.9% | $6,924-82.0% |