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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 | $34,364 | $45,312-24.2% | $86,233-60.2% | $67,986-49.5% |
| Participation rate | 31.9% | 42.4%-10.5pp | 69.0%-37.1pp | 57.2%-25.3pp |
| Annual return | 15.24% | 24.79%-9.5pp | 61.39%-46.1pp | 31.67%-16.4pp |
| Employer contribution / active EE | $1,464 | $1,160+26.3% | $2,504-41.5% | $2,019-27.5% |
| Participant deferral / active EE | $3,811 | $2,185+74.5% | $4,559-16.4% | $3,358+13.5% |
| Admin fee / account holder | $12,304 | $3,295+273.5% | $8,342+47.5% | $3,203+284.1% |