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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 | $38,410 | $106,749-64.0% | $145,433-73.6% | $82,448-53.4% |
| Participation rate | 56.7% | 75.6%-19.0pp | 82.1%-25.5pp | 68.1%-11.4pp |
| Annual return | 17.57% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,204 | $3,444-65.1% | $4,554-73.6% | $2,551-52.8% |
| Participant deferral / active EE | $4,576 | $6,519-29.8% | $7,897-42.1% | $4,139+10.6% |
| Admin fee / account holder | $614 | $8,390-92.7% | $13,129-95.3% | $7,234-91.5% |