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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 | $34,689 | $62,672-44.6% | $185,117-81.3% | $70,126-50.5% |
| Participation rate | 53.8% | 63.8%-9.9pp | 77.3%-23.4pp | 69.5%-15.7pp |
| Annual return | 19.92% | 40.79%-20.9pp | 40.50%-20.6pp | 73.15%-53.2pp |
| Employer contribution / active EE | $1,801 | $1,753+2.8% | $4,182-56.9% | $2,343-23.1% |
| Participant deferral / active EE | $3,841 | $3,272+17.4% | $5,045-23.9% | $3,332+15.3% |
| Admin fee / account holder | $646 | $3,932-83.6% | $8,159-92.1% | $4,645-86.1% |