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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 | $34,232 | $67,602-49.4% | $82,312-58.4% | $70,126-51.2% |
| Participation rate | 69.4% | 72.8%-3.3pp | 76.9%-7.4pp | 69.5%-0.1pp |
| Annual return | 13.23% | 21.57%-8.3pp | 25.88%-12.6pp | 73.15%-59.9pp |
| Employer contribution / active EE | $510 | $1,755-71.0% | $2,428-79.0% | $2,343-78.2% |
| Participant deferral / active EE | $2,345 | $2,987-21.5% | $3,706-36.7% | $3,332-29.6% |
| Admin fee / account holder | $2,549 | $4,512-43.5% | $5,608-54.5% | $4,645-45.1% |