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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 | $34,306 | $64,359-46.7% | $90,161-61.9% | $70,126-51.1% |
| Participation rate | 66.7% | 70.4%-3.8pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 16.46% | 28.13%-11.7pp | 34.89%-18.4pp | 73.15%-56.7pp |
| Employer contribution / active EE | $411 | $2,046-79.9% | $3,318-87.6% | $2,343-82.4% |
| Participant deferral / active EE | $1,949 | $4,389-55.6% | $5,287-63.1% | $3,332-41.5% |
| Admin fee / account holder | $495 | $3,945-87.4% | $5,943-91.7% | $4,645-89.3% |