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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 | $33,455 | $72,177-53.6% | $115,038-70.9% | $59,633-43.9% |
| Participation rate | 68.0% | 72.6%-4.6pp | 81.4%-13.4pp | 68.7%-0.7pp |
| Annual return | 1.74% | 12.02%-10.3pp | 26.14%-24.4pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $1,696 | $2,841-40.3% | $4,608-63.2% | $2,203-23.0% |
| Participant deferral / active EE | $2,351 | $4,783-50.9% | $6,026-61.0% | $3,192-26.4% |
| Admin fee / account holder | $1,747 | $4,927-64.5% | $8,175-78.6% | $4,297-59.3% |