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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 | $33,886 | $93,617-63.8% | $135,982-75.1% | $75,177-54.9% |
| Participation rate | 52.6% | 75.2%-22.6pp | 81.9%-29.3pp | 67.2%-14.6pp |
| Annual return | 23.19% | 30.89%-7.7pp | 68.32%-45.1pp | 160.75%-137.6pp |
| Employer contribution / active EE | $1,059 | $3,538-70.1% | $4,859-78.2% | $2,671-60.3% |
| Participant deferral / active EE | $3,631 | $6,406-43.3% | $7,760-53.2% | $4,126-12.0% |
| Admin fee / account holder | $1,214 | $6,980-82.6% | $10,767-88.7% | $5,651-78.5% |