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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 | $30,059 | $68,852-56.3% | $120,524-75.1% | $80,925-62.9% |
| Participation rate | 56.6% | 61.6%-5.0pp | 71.9%-15.3pp | 67.7%-11.1pp |
| Annual return | 23.01% | 23.67%-0.7pp | 107.36%-84.4pp | 35.65%-12.6pp |
| Employer contribution / active EE | $1,041 | $2,063-49.6% | $3,469-70.0% | $2,756-62.2% |
| Participant deferral / active EE | $3,589 | $3,187+12.6% | $4,994-28.1% | $4,299-16.5% |
| Admin fee / account holder | $1,092 | $5,781-81.1% | $9,440-88.4% | $6,940-84.3% |