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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 | $31,994 | $106,524-70.0% | $152,301-79.0% | $87,485-63.4% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.4%-18.4pp | 68.9%-4.9pp |
| Annual return | 18.36% | 26.89%-8.5pp | 80.50%-62.1pp | 26.06%-7.7pp |
| Employer contribution / active EE | $2,479 | $3,371-26.5% | $4,624-46.4% | $2,596-4.5% |
| Participant deferral / active EE | $4,821 | $6,525-26.1% | $8,004-39.8% | $4,274+12.8% |
| Admin fee / account holder | $3,403 | $8,287-58.9% | $14,398-76.4% | $7,775-56.2% |