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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 | $33,111 | $81,504-59.4% | $102,437-67.7% | $80,959-59.1% |
| Participation rate | 51.4% | 66.9%-15.4pp | 74.5%-23.1pp | 67.7%-16.2pp |
| Annual return | 13.24% | 25.60%-12.4pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,032 | $3,104-66.7% | $3,871-73.3% | $2,757-62.6% |
| Participant deferral / active EE | $2,303 | $3,871-40.5% | $5,060-54.5% | $4,300-46.4% |
| Admin fee / account holder | $1,792 | $6,719-73.3% | $8,388-78.6% | $6,925-74.1% |