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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 | $106,524-63.9% | $152,301-74.8% | $87,485-56.1% |
| Participation rate | 56.7% | 75.8%-19.1pp | 82.4%-25.8pp | 68.9%-12.3pp |
| Annual return | 17.57% | 26.89%-9.3pp | 80.50%-62.9pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,204 | $3,371-64.3% | $4,624-74.0% | $2,596-53.6% |
| Participant deferral / active EE | $4,576 | $6,525-29.9% | $8,004-42.8% | $4,274+7.1% |
| Admin fee / account holder | $614 | $8,287-92.6% | $14,398-95.7% | $7,775-92.1% |