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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 | $31,225 | $57,140-45.4% | $85,240-63.4% | $80,959-61.4% |
| Participation rate | 56.3% | 56.4%-0.2pp | 67.5%-11.3pp | 67.7%-11.4pp |
| Annual return | 13.37% | 21.71%-8.3pp | 66.75%-53.4pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,841 | $1,802+2.2% | $2,735-32.7% | $2,757-33.2% |
| Participant deferral / active EE | $4,060 | $3,115+30.3% | $4,527-10.3% | $4,300-5.6% |
| Admin fee / account holder | $469 | $4,992-90.6% | $6,165-92.4% | $6,925-93.2% |