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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 | $34,224 | $86,938-60.6% | $102,423-66.6% | $80,925-57.7% |
| Participation rate | 63.0% | 72.4%-9.4pp | 76.5%-13.5pp | 67.7%-4.7pp |
| Annual return | 12.81% | 18.89%-6.1pp | 29.42%-16.6pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,799 | $2,369-24.1% | $3,023-40.5% | $2,756-34.7% |
| Participant deferral / active EE | $3,247 | $4,120-21.2% | $5,054-35.7% | $4,299-24.5% |
| Admin fee / account holder | $559 | $8,053-93.1% | $9,455-94.1% | $6,940-91.9% |