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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 | $34,317 | $108,825-68.5% | $156,181-78.0% | $82,448-58.4% |
| Participation rate | 41.5% | 72.4%-30.9pp | 78.8%-37.3pp | 68.1%-26.6pp |
| Annual return | 17.41% | 20.59%-3.2pp | 64.87%-47.5pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,318 | $2,870-19.2% | $4,294-46.0% | $2,551-9.2% |
| Participant deferral / active EE | $2,067 | $4,577-54.9% | $6,132-66.3% | $4,139-50.1% |
| Admin fee / account holder | $344 | $9,341-96.3% | $14,586-97.6% | $7,234-95.2% |