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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 | $34,715 | $99,875-65.2% | $146,866-76.4% | $86,983-60.1% |
| Participation rate | 65.9% | 75.8%-9.9pp | 82.5%-16.6pp | 69.5%-3.6pp |
| Annual return | 18.71% | 28.10%-9.4pp | 102.85%-84.1pp | 25.83%-7.1pp |
| Employer contribution / active EE | $1,621 | $3,224-49.7% | $4,425-63.4% | $2,584-37.3% |
| Participant deferral / active EE | $3,567 | $6,322-43.6% | $7,759-54.0% | $4,194-14.9% |
| Admin fee / account holder | $2,494 | $7,838-68.2% | $13,620-81.7% | $7,856-68.3% |