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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 | $36,479 | $88,996-59.0% | $78,004-53.2% | $138,895-73.7% |
| Participation rate | 58.8% | 74.4%-15.5pp | 69.4%-10.6pp | 79.9%-21.1pp |
| Annual return | 17.20% | 28.03%-10.8pp | 31.07%-13.9pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,397 | $2,917-52.1% | $2,469-43.4% | $4,194-66.7% |
| Participant deferral / active EE | $3,821 | $4,724-19.1% | $4,092-6.6% | $6,396-40.3% |
| Admin fee / account holder | $445 | $8,807-95.0% | $7,578-94.1% | $12,562-96.5% |