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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 | $34,048 | $124,425-72.6% | $112,040-69.6% | $137,256-75.2% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.5%-12.9pp | 80.0%-16.3pp |
| Annual return | 18.02% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,601 | $3,411-53.1% | $2,954-45.8% | $4,156-61.5% |
| Participant deferral / active EE | $7,493 | $5,718+31.0% | $5,098+47.0% | $6,407+16.9% |
| Admin fee / account holder | $318 | $15,207-97.9% | $12,098-97.4% | $12,270-97.4% |