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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 | $38,952 | $78,690-50.5% | $161,489-75.9% | $87,485-55.5% |
| Participation rate | 65.4% | 67.5%-2.1pp | 78.7%-13.3pp | 68.9%-3.5pp |
| Annual return | 23.10% | 32.74%-9.6pp | 89.72%-66.6pp | 26.06%-3.0pp |
| Employer contribution / active EE | $1,793 | $2,588-30.7% | $4,268-58.0% | $2,596-30.9% |
| Participant deferral / active EE | $4,319 | $3,311+30.5% | $5,630-23.3% | $4,274+1.1% |
| Admin fee / account holder | $744 | $6,724-88.9% | $16,006-95.4% | $7,775-90.4% |