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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 | $34,896 | $124,980-72.1% | $108,359-67.8% | $154,746-77.4% |
| Participation rate | 55.6% | 75.2%-19.6pp | 70.1%-14.6pp | 80.7%-25.1pp |
| Annual return | 21.00% | 45.00%-24.0pp | 36.89%-15.9pp | 172.34%-151.3pp |
| Employer contribution / active EE | $1,381 | $2,851-51.6% | $2,399-42.4% | $4,379-68.5% |
| Participant deferral / active EE | $3,506 | $4,743-26.1% | $4,137-15.3% | $6,730-47.9% |
| Admin fee / account holder | $649 | $11,502-94.4% | $9,741-93.3% | $14,365-95.5% |