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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 | $34,476 | $73,978-53.4% | $96,515-64.3% | $75,173-54.1% |
| Participation rate | 54.1% | 66.4%-12.4pp | 74.3%-20.3pp | 67.2%-13.1pp |
| Annual return | 21.67% | 26.72%-5.1pp | 35.73%-14.1pp | 160.72%-139.0pp |
| Employer contribution / active EE | $1,928 | $2,931-34.2% | $3,740-48.4% | $2,671-27.8% |
| Participant deferral / active EE | $3,603 | $3,660-1.6% | $4,880-26.2% | $4,126-12.7% |
| Admin fee / account holder | $2,997 | $5,219-42.6% | $6,735-55.5% | $5,651-47.0% |