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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 | $34,626 | $81,504-57.5% | $102,437-66.2% | $80,959-57.2% |
| Participation rate | 61.0% | 66.9%-5.9pp | 74.5%-13.5pp | 67.7%-6.7pp |
| Annual return | 14.23% | 25.60%-11.4pp | 24.95%-10.7pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,648 | $3,104-46.9% | $3,871-57.4% | $2,757-40.2% |
| Participant deferral / active EE | $3,680 | $3,871-4.9% | $5,060-27.3% | $4,300-14.4% |
| Admin fee / account holder | $307 | $6,719-95.4% | $8,388-96.3% | $6,925-95.6% |