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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 | $35,689 | $95,453-62.6% | $112,040-68.1% | $82,448-56.7% |
| Participation rate | 59.4% | 72.8%-13.4pp | 76.5%-17.1pp | 68.1%-8.7pp |
| Annual return | 17.61% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,271 | $2,318-45.2% | $2,954-57.0% | $2,551-50.2% |
| Participant deferral / active EE | $2,890 | $4,224-31.6% | $5,098-43.3% | $4,139-30.2% |
| Admin fee / account holder | $960 | $9,013-89.3% | $12,098-92.1% | $7,234-86.7% |