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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 | $33,338 | $76,551-56.4% | $123,894-73.1% | $62,881-47.0% |
| Participation rate | 64.2% | 73.0%-8.8pp | 81.4%-17.3pp | 69.3%-5.2pp |
| Annual return | 7.15% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,144 | $2,882-25.6% | $4,617-53.6% | $2,281-6.0% |
| Participant deferral / active EE | $3,001 | $4,840-38.0% | $5,984-49.8% | $3,203-6.3% |
| Admin fee / account holder | $392 | $4,826-91.9% | $8,357-95.3% | $4,296-90.9% |