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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 | $34,016 | $75,541-55.0% | $152,093-77.6% | $82,637-58.8% |
| Participation rate | 53.6% | 66.5%-13.0pp | 77.8%-24.2pp | 68.1%-14.5pp |
| Annual return | 20.32% | 32.56%-12.2pp | 66.36%-46.0pp | 53.51%-33.2pp |
| Employer contribution / active EE | $1,019 | $2,622-61.2% | $4,175-75.6% | $2,552-60.1% |
| Participant deferral / active EE | $2,358 | $3,206-26.4% | $5,451-56.7% | $4,126-42.8% |
| Admin fee / account holder | $922 | $6,405-85.6% | $14,497-93.6% | $7,339-87.4% |