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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 | $34,191 | $46,688-26.8% | $189,758-82.0% | $69,733-51.0% |
| Participation rate | 53.0% | 61.7%-8.7pp | 79.8%-26.8pp | 62.5%-9.4pp |
| Annual return | 13.55% | 14.35%-0.8pp | 52.62%-39.1pp | 15.22%-1.7pp |
| Employer contribution / active EE | $1,024 | $1,695-39.6% | $4,767-78.5% | $2,250-54.5% |
| Participant deferral / active EE | $2,342 | $2,143+9.3% | $5,856-60.0% | $3,054-23.3% |
| Admin fee / account holder | $3,824 | $1,700+124.9% | $20,388-81.2% | $3,102+23.3% |