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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 | $34,053 | $75,058-54.6% | $152,301-77.6% | $64,340-47.1% |
| Participation rate | 59.4% | 60.9%-1.5pp | 82.4%-23.0pp | 55.2%+4.2pp |
| Annual return | 33.61% | 29.93%+3.7pp | 80.50%-46.9pp | 24.14%+9.5pp |
| Employer contribution / active EE | $926 | $2,605-64.4% | $4,624-80.0% | $1,862-50.2% |
| Participant deferral / active EE | $3,370 | $5,041-33.2% | $8,004-57.9% | $2,980+13.1% |
| Admin fee / account holder | $9,553 | $4,050+135.9% | $14,398-33.6% | $3,703+158.0% |