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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 | $34,247 | $108,825-68.5% | $156,181-78.1% | $82,448-58.5% |
| Participation rate | 48.8% | 72.4%-23.6pp | 78.8%-30.0pp | 68.1%-19.3pp |
| Annual return | 17.07% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,838 | $2,870-36.0% | $4,294-57.2% | $2,551-28.0% |
| Participant deferral / active EE | $3,157 | $4,577-31.0% | $6,132-48.5% | $4,139-23.7% |
| Admin fee / account holder | $569 | $9,341-93.9% | $14,586-96.1% | $7,234-92.1% |