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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 | $33,608 | $101,798-67.0% | $165,071-79.6% | $80,935-58.5% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.7%-7.7pp |
| Annual return | 11.75% | 16.73%-5.0pp | 70.17%-58.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,699 | $2,954-42.5% | $4,347-60.9% | $2,757-38.4% |
| Participant deferral / active EE | $3,946 | $4,476-11.9% | $6,035-34.6% | $4,299-8.2% |
| Admin fee / account holder | $1,463 | $8,221-82.2% | $12,695-88.5% | $6,924-78.9% |