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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 | $34,043 | $77,920-56.3% | $149,723-77.3% | $75,177-54.7% |
| Participation rate | 56.9% | 65.6%-8.7pp | 78.8%-21.9pp | 67.2%-10.3pp |
| Annual return | 17.04% | 31.72%-14.7pp | 134.50%-117.5pp | 160.75%-143.7pp |
| Employer contribution / active EE | $1,406 | $3,138-55.2% | $4,821-70.8% | $2,671-47.3% |
| Participant deferral / active EE | $3,724 | $3,411+9.2% | $5,682-34.5% | $4,126-9.8% |
| Admin fee / account holder | $568 | $5,951-90.5% | $13,215-95.7% | $5,651-90.0% |