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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 | $34,761 | $65,364-46.8% | $92,909-62.6% | $72,975-52.4% |
| Participation rate | 60.0% | 68.3%-8.3pp | 76.0%-16.0pp | 69.5%-9.5pp |
| Annual return | 20.87% | 42.11%-21.2pp | 109.44%-88.6pp | 81.01%-60.1pp |
| Employer contribution / active EE | $1,084 | $2,594-58.2% | $3,653-70.3% | $2,440-55.6% |
| Participant deferral / active EE | $3,757 | $3,128+20.1% | $4,238-11.3% | $3,608+4.1% |
| Admin fee / account holder | $1,187 | $4,251-72.1% | $5,795-79.5% | $5,124-76.8% |