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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 | $34,145 | $115,225-70.4% | $100,712-66.1% | $138,895-75.4% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.3%-29.3pp | 79.9%-39.9pp |
| Annual return | 25.24% | 40.35%-15.1pp | 33.27%-8.0pp | 145.39%-120.2pp |
| Employer contribution / active EE | $974 | $2,771-64.8% | $2,313-57.9% | $4,194-76.8% |
| Participant deferral / active EE | $5,258 | $4,699+11.9% | $4,085+28.7% | $6,396-17.8% |
| Admin fee / account holder | $624 | $10,844-94.2% | $9,256-93.3% | $12,562-95.0% |