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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 | $33,099 | $87,037-62.0% | $106,201-68.8% | $80,874-59.1% |
| Participation rate | 66.0% | 70.4%-4.5pp | 75.3%-9.3pp | 67.6%-1.7pp |
| Annual return | 18.12% | 17.05%+1.1pp | 116.26%-98.1pp | 35.62%-17.5pp |
| Employer contribution / active EE | $1,545 | $2,396-35.5% | $3,170-51.3% | $2,756-43.9% |
| Participant deferral / active EE | $3,504 | $3,986-12.1% | $5,012-30.1% | $4,297-18.4% |
| Admin fee / account holder | $2,293 | $8,434-72.8% | $11,039-79.2% | $6,935-66.9% |