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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 | $34,059 | $76,407-55.4% | $150,298-77.3% | $82,448-58.7% |
| Participation rate | 62.9% | 66.4%-3.5pp | 77.8%-14.8pp | 68.1%-5.1pp |
| Annual return | 16.31% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,243 | $2,614-52.4% | $4,154-70.1% | $2,551-51.3% |
| Participant deferral / active EE | $4,292 | $3,214+33.5% | $5,453-21.3% | $4,139+3.7% |
| Admin fee / account holder | $3,182 | $6,352-49.9% | $14,116-77.5% | $7,234-56.0% |