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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 | $38,326 | $106,749-64.1% | $145,433-73.6% | $82,448-53.5% |
| Participation rate | 65.5% | 75.6%-10.1pp | 82.1%-16.6pp | 68.1%-2.6pp |
| Annual return | 22.89% | 27.59%-4.7pp | 66.58%-43.7pp | 41.64%-18.8pp |
| Employer contribution / active EE | $1,784 | $3,444-48.2% | $4,554-60.8% | $2,551-30.1% |
| Participant deferral / active EE | $3,024 | $6,519-53.6% | $7,897-61.7% | $4,139-26.9% |
| Admin fee / account holder | $987 | $8,390-88.2% | $13,129-92.5% | $7,234-86.4% |