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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 | $31,671 | $71,230-55.5% | $93,727-66.2% | $80,959-60.9% |
| Participation rate | 54.1% | 60.4%-6.3pp | 68.7%-14.6pp | 67.7%-13.6pp |
| Annual return | 18.82% | 11.26%+7.6pp | 133.83%-115.0pp | 35.67%-16.8pp |
| Employer contribution / active EE | $2,007 | $1,565+28.2% | $2,421-17.1% | $2,757-27.2% |
| Participant deferral / active EE | $3,686 | $4,037-8.7% | $4,417-16.5% | $4,300-14.3% |
| Admin fee / account holder | $704 | $6,961-89.9% | $8,292-91.5% | $6,925-89.8% |