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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 | $33,147 | $101,778-67.4% | $164,975-79.9% | $80,925-59.0% |
| Participation rate | 57.4% | 71.8%-14.5pp | 78.6%-21.2pp | 67.7%-10.3pp |
| Annual return | 15.36% | 16.73%-1.4pp | 70.12%-54.8pp | 35.65%-20.3pp |
| Employer contribution / active EE | $1,842 | $2,954-37.7% | $4,343-57.6% | $2,756-33.2% |
| Participant deferral / active EE | $3,429 | $4,477-23.4% | $6,033-43.2% | $4,299-20.2% |
| Admin fee / account holder | $1,826 | $8,221-77.8% | $12,688-85.6% | $6,940-73.7% |