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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 | $30,518 | $81,262-62.4% | $155,602-80.4% | $80,911-62.3% |
| Participation rate | 63.5% | 66.2%-2.8pp | 78.2%-14.7pp | 67.6%-4.2pp |
| Annual return | 11.57% | 33.34%-21.8pp | 64.81%-53.2pp | 35.63%-24.1pp |
| Employer contribution / active EE | $2,235 | $3,102-27.9% | $4,675-52.2% | $2,756-18.9% |
| Participant deferral / active EE | $1,821 | $3,451-47.2% | $5,629-67.7% | $4,297-57.6% |
| Admin fee / account holder | $376 | $7,992-95.3% | $15,923-97.6% | $6,935-94.6% |