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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 | $33,059 | $80,983-59.2% | $96,544-65.8% | $75,177-56.0% |
| Participation rate | 60.3% | 71.8%-11.5pp | 76.0%-15.7pp | 67.2%-6.9pp |
| Annual return | 14.34% | 27.05%-12.7pp | 25.88%-11.5pp | 160.75%-146.4pp |
| Employer contribution / active EE | $1,892 | $2,282-17.1% | $2,966-36.2% | $2,671-29.1% |
| Participant deferral / active EE | $4,689 | $3,929+19.3% | $4,851-3.4% | $4,126+13.6% |
| Admin fee / account holder | $780 | $6,717-88.4% | $8,254-90.6% | $5,651-86.2% |