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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 | $33,453 | $93,617-64.3% | $135,982-75.4% | $75,177-55.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 23.60% | 30.89%-7.3pp | 68.32%-44.7pp | 160.75%-137.1pp |
| Employer contribution / active EE | $1,794 | $3,538-49.3% | $4,859-63.1% | $2,671-32.8% |
| Participant deferral / active EE | $3,861 | $6,406-39.7% | $7,760-50.2% | $4,126-6.4% |
| Admin fee / account holder | $779 | $6,980-88.8% | $10,767-92.8% | $5,651-86.2% |