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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 | $35,503 | $81,358-56.4% | $155,556-77.2% | $80,959-56.1% |
| Participation rate | 59.3% | 66.3%-7.0pp | 78.2%-19.0pp | 67.7%-8.4pp |
| Annual return | 14.57% | 33.39%-18.8pp | 64.84%-50.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,413 | $3,106-54.5% | $4,675-69.8% | $2,757-48.8% |
| Participant deferral / active EE | $4,166 | $3,455+20.6% | $5,631-26.0% | $4,300-3.1% |
| Admin fee / account holder | $504 | $7,994-93.7% | $15,885-96.8% | $6,925-92.7% |