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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 | $31,597 | $81,331-61.1% | $155,534-79.7% | $80,935-61.0% |
| Participation rate | 64.6% | 66.3%-1.6pp | 78.2%-13.6pp | 67.7%-3.0pp |
| Annual return | 16.26% | 33.37%-17.1pp | 64.92%-48.7pp | 35.66%-19.4pp |
| Employer contribution / active EE | $1,722 | $3,105-44.5% | $4,675-63.2% | $2,757-37.5% |
| Participant deferral / active EE | $3,702 | $3,454+7.2% | $5,630-34.2% | $4,299-13.9% |
| Admin fee / account holder | $3,861 | $7,999-51.7% | $15,900-75.7% | $6,924-44.2% |