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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 | $39,412 | $75,541-47.8% | $152,093-74.1% | $82,637-52.3% |
| Participation rate | 61.5% | 66.5%-5.0pp | 77.8%-16.2pp | 68.1%-6.5pp |
| Annual return | 29.71% | 32.56%-2.8pp | 66.36%-36.6pp | 53.51%-23.8pp |
| Employer contribution / active EE | $1,476 | $2,622-43.7% | $4,175-64.6% | $2,552-42.2% |
| Participant deferral / active EE | $3,169 | $3,206-1.1% | $5,451-41.9% | $4,126-23.2% |
| Admin fee / account holder | $1,720 | $6,405-73.2% | $14,497-88.1% | $7,339-76.6% |