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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 | $34,613 | $57,590-39.9% | $86,233-59.9% | $82,448-58.0% |
| Participation rate | 51.5% | 57.9%-6.3pp | 69.0%-17.5pp | 68.1%-16.6pp |
| Annual return | 14.50% | 22.41%-7.9pp | 61.39%-46.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,490 | $1,655-10.0% | $2,504-40.5% | $2,551-41.6% |
| Participant deferral / active EE | $4,451 | $3,080+44.5% | $4,559-2.4% | $4,139+7.5% |
| Admin fee / account holder | $3,823 | $4,730-19.2% | $8,342-54.2% | $7,234-47.2% |