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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 | $52,538 | $107,666-51.2% | $102,184-48.6% | $154,746-66.0% |
| Participation rate | 68.8% | 83.7%-15.0pp | 82.6%-13.8pp | 80.7%-12.0pp |
| Annual return | 13.70% | 29.33%-15.6pp | 31.58%-17.9pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,561 | $3,846-59.4% | $3,594-56.6% | $4,379-64.3% |
| Participant deferral / active EE | $3,280 | $8,719-62.4% | $8,309-60.5% | $6,730-51.3% |
| Admin fee / account holder | $343 | $12,943-97.3% | $11,609-97.0% | $14,365-97.6% |