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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 | $34,609 | $58,627-41.0% | $76,735-54.9% | $82,448-58.0% |
| Participation rate | 54.5% | 63.2%-8.7pp | 69.5%-15.0pp | 68.1%-13.5pp |
| Annual return | 16.46% | 39.10%-22.6pp | 29.77%-13.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,439 | $1,729-16.8% | $2,454-41.4% | $2,551-43.6% |
| Participant deferral / active EE | $3,483 | $3,134+11.1% | $4,088-14.8% | $4,139-15.9% |
| Admin fee / account holder | $1,381 | $5,323-74.0% | $7,189-80.8% | $7,234-80.9% |