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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 | $34,430 | $78,197-56.0% | $98,090-64.9% | $82,637-58.3% |
| Participation rate | 68.0% | 77.5%-9.5pp | 81.5%-13.5pp | 68.1%-0.1pp |
| Annual return | 17.50% | 40.25%-22.7pp | 37.05%-19.5pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,020 | $2,605-60.8% | $3,606-71.7% | $2,552-60.0% |
| Participant deferral / active EE | $3,680 | $6,636-44.5% | $7,845-53.1% | $4,126-10.8% |
| Admin fee / account holder | $3,487 | $14,832-76.5% | $11,815-70.5% | $7,339-52.5% |