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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 | $35,670 | $93,589-61.9% | $135,942-73.8% | $75,181-52.6% |
| Participation rate | 69.1% | 75.2%-6.1pp | 81.9%-12.8pp | 67.2%+1.9pp |
| Annual return | 23.23% | 30.90%-7.7pp | 68.28%-45.0pp | 160.69%-137.5pp |
| Employer contribution / active EE | $1,334 | $3,537-62.3% | $4,858-72.5% | $2,671-50.1% |
| Participant deferral / active EE | $5,743 | $6,405-10.3% | $7,759-26.0% | $4,126+39.2% |
| Admin fee / account holder | $593 | $6,977-91.5% | $10,764-94.5% | $5,650-89.5% |