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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 | $32,874 | $54,541-39.7% | $78,778-58.3% | $70,126-53.1% |
| Participation rate | 54.8% | 60.8%-6.0pp | 69.2%-14.4pp | 69.5%-14.7pp |
| Annual return | 19.45% | 21.07%-1.6pp | 35.62%-16.2pp | 73.15%-53.7pp |
| Employer contribution / active EE | $1,675 | $1,089+53.9% | $1,986-15.6% | $2,343-28.5% |
| Participant deferral / active EE | $4,245 | $2,210+92.1% | $2,958+43.5% | $3,332+27.4% |
| Admin fee / account holder | $348 | $3,709-90.6% | $5,134-93.2% | $4,645-92.5% |