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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 | $34,011 | $81,358-58.2% | $155,556-78.1% | $80,959-58.0% |
| Participation rate | 59.1% | 66.3%-7.2pp | 78.2%-19.1pp | 67.7%-8.6pp |
| Annual return | 12.77% | 33.39%-20.6pp | 64.84%-52.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,511 | $3,106-51.4% | $4,675-67.7% | $2,757-45.2% |
| Participant deferral / active EE | $2,985 | $3,455-13.6% | $5,631-47.0% | $4,300-30.6% |
| Admin fee / account holder | $1,414 | $7,994-82.3% | $15,885-91.1% | $6,925-79.6% |