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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 | $34,621 | $81,504-57.5% | $102,437-66.2% | $80,959-57.2% |
| Participation rate | 59.3% | 66.9%-7.6pp | 74.5%-15.2pp | 67.7%-8.4pp |
| Annual return | 41.08% | 25.60%+15.5pp | 24.95%+16.1pp | 35.67%+5.4pp |
| Employer contribution / active EE | $1,720 | $3,104-44.6% | $3,871-55.6% | $2,757-37.6% |
| Participant deferral / active EE | $3,724 | $3,871-3.8% | $5,060-26.4% | $4,300-13.4% |
| Admin fee / account holder | $705 | $6,719-89.5% | $8,388-91.6% | $6,925-89.8% |