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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 | $81,487-58.1% | $102,412-66.7% | $80,935-57.8% |
| Participation rate | 55.2% | 66.8%-11.6pp | 74.5%-19.3pp | 67.7%-12.4pp |
| Annual return | 13.71% | 25.60%-11.9pp | 24.94%-11.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,084 | $3,103-65.1% | $3,870-72.0% | $2,757-60.7% |
| Participant deferral / active EE | $2,607 | $3,871-32.6% | $5,060-48.5% | $4,299-39.4% |
| Admin fee / account holder | $4,710 | $6,717-29.9% | $8,388-43.8% | $6,924-32.0% |