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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 | $35,920 | $163,687-78.1% | $108,745-67.0% | $273,972-86.9% |
| Participation rate | 69.6% | 82.3%-12.8pp | 77.7%-8.1pp | 83.0%-13.5pp |
| Annual return | 5.53% | 31.16%-25.6pp | 46.22%-40.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,505 | $4,711-68.0% | $3,323-54.7% | $4,869-69.1% |
| Participant deferral / active EE | $3,211 | $7,155-55.1% | $5,121-37.3% | $5,287-39.3% |
| Admin fee / account holder | $1,085 | $12,890-91.6% | $6,144-82.3% | $10,133-89.3% |