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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 | $33,210 | $81,487-59.2% | $102,412-67.6% | $80,935-59.0% |
| Participation rate | 49.2% | 66.8%-17.7pp | 74.5%-25.3pp | 67.7%-18.5pp |
| Annual return | 14.32% | 25.60%-11.3pp | 24.94%-10.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,483 | $3,103-52.2% | $3,870-61.7% | $2,757-46.2% |
| Participant deferral / active EE | $4,280 | $3,871+10.6% | $5,060-15.4% | $4,299-0.5% |
| Admin fee / account holder | $716 | $6,717-89.3% | $8,388-91.5% | $6,924-89.7% |