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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 | $34,407 | $73,532-53.2% | $178,505-80.7% | $74,478-53.8% |
| Participation rate | 64.8% | 66.6%-1.8pp | 77.1%-12.4pp | 67.2%-2.5pp |
| Annual return | 12.69% | 17.49%-4.8pp | 27.16%-14.5pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $1,948 | $2,221-12.3% | $3,955-50.7% | $2,626-25.8% |
| Participant deferral / active EE | $3,059 | $4,519-32.3% | $6,280-51.3% | $4,350-29.7% |
| Admin fee / account holder | $1,167 | $1,813-35.6% | $10,428-88.8% | $1,946-40.0% |