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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 | $36,407 | $63,314-42.5% | $91,004-60.0% | $62,293-41.6% |
| Participation rate | 64.0% | 73.3%-9.4pp | 75.6%-11.6pp | 69.5%-5.6pp |
| Annual return | 17.79% | 21.00%-3.2pp | 4.60%+13.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,217 | $1,807-32.7% | $2,456-50.5% | $2,042-40.4% |
| Participant deferral / active EE | $3,399 | $2,944+15.5% | $3,548-4.2% | $3,169+7.3% |
| Admin fee / account holder | $647 | $468+38.4% | $5,417-88.1% | $479+35.0% |