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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 | $34,189 | $77,816-56.1% | $123,552-72.3% | $64,173-46.7% |
| Participation rate | 61.5% | 74.7%-13.2pp | 82.3%-20.8pp | 69.6%-8.0pp |
| Annual return | 1.40% | 12.49%-11.1pp | 119.20%-117.8pp | 7.63%-6.2pp |
| Employer contribution / active EE | $1,878 | $3,014-37.7% | $4,628-59.4% | $2,381-21.1% |
| Participant deferral / active EE | $4,779 | $5,240-8.8% | $6,426-25.6% | $3,470+37.7% |
| Admin fee / account holder | $995 | $5,519-82.0% | $9,285-89.3% | $4,887-79.6% |