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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 | $34,126 | $81,457-58.1% | $103,378-67.0% | $80,911-57.8% |
| Participation rate | 55.2% | 66.8%-11.6pp | 74.5%-19.3pp | 67.6%-12.4pp |
| Annual return | 13.71% | 25.58%-11.9pp | 24.91%-11.2pp | 35.63%-21.9pp |
| Employer contribution / active EE | $1,084 | $3,107-65.1% | $3,870-72.0% | $2,756-60.7% |
| Participant deferral / active EE | $2,607 | $3,871-32.6% | $5,058-48.5% | $4,297-39.3% |
| Admin fee / account holder | $4,710 | $6,717-29.9% | $8,401-43.9% | $6,935-32.1% |