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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 | $34,899 | $95,453-63.4% | $112,040-68.9% | $82,448-57.7% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.5%-12.5pp | 68.1%-4.1pp |
| Annual return | 15.81% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,253 | $2,318-45.9% | $2,954-57.6% | $2,551-50.9% |
| Participant deferral / active EE | $4,213 | $4,224-0.3% | $5,098-17.4% | $4,139+1.8% |
| Admin fee / account holder | $6,608 | $9,013-26.7% | $12,098-45.4% | $7,234-8.7% |