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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 | $33,184 | $81,262-59.2% | $155,602-78.7% | $80,911-59.0% |
| Participation rate | 61.5% | 66.2%-4.7pp | 78.2%-16.7pp | 67.6%-6.1pp |
| Annual return | 21.85% | 33.34%-11.5pp | 64.81%-43.0pp | 35.63%-13.8pp |
| Employer contribution / active EE | $1,854 | $3,102-40.2% | $4,675-60.3% | $2,756-32.7% |
| Participant deferral / active EE | $3,847 | $3,451+11.5% | $5,629-31.6% | $4,297-10.5% |
| Admin fee / account holder | $2,502 | $7,992-68.7% | $15,923-84.3% | $6,935-63.9% |