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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 | $34,296 | $81,504-57.9% | $102,437-66.5% | $80,959-57.6% |
| Participation rate | 32.8% | 66.9%-34.1pp | 74.5%-41.7pp | 67.7%-34.9pp |
| Annual return | 14.09% | 25.60%-11.5pp | 24.95%-10.9pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,379 | $3,104-55.6% | $3,871-64.4% | $2,757-50.0% |
| Participant deferral / active EE | $3,358 | $3,871-13.2% | $5,060-33.6% | $4,300-21.9% |
| Admin fee / account holder | $697 | $6,719-89.6% | $8,388-91.7% | $6,925-89.9% |