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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 | $35,106 | $83,485-57.9% | $125,195-72.0% | $72,976-51.9% |
| Participation rate | 65.6% | 73.3%-7.7pp | 79.8%-14.2pp | 69.5%-3.9pp |
| Annual return | 18.99% | 25.77%-6.8pp | 43.79%-24.8pp | 81.02%-62.0pp |
| Employer contribution / active EE | $1,393 | $2,346-40.6% | $3,866-64.0% | $2,440-42.9% |
| Participant deferral / active EE | $2,952 | $3,586-17.7% | $4,937-40.2% | $3,608-18.2% |
| Admin fee / account holder | $582 | $5,518-89.5% | $9,704-94.0% | $5,124-88.7% |