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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 | $33,033 | $81,487-59.5% | $102,412-67.7% | $80,935-59.2% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 12.11% | 25.60%-13.5pp | 24.94%-12.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,776 | $3,103-42.8% | $3,870-54.1% | $2,757-35.6% |
| Participant deferral / active EE | $3,315 | $3,871-14.4% | $5,060-34.5% | $4,299-22.9% |
| Admin fee / account holder | $476 | $6,717-92.9% | $8,388-94.3% | $6,924-93.1% |