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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 | $38,185 | $106,864-64.3% | $147,318-74.1% | $82,637-53.8% |
| Participation rate | 61.7% | 75.5%-13.8pp | 82.1%-20.4pp | 68.1%-6.4pp |
| Annual return | 21.21% | 27.49%-6.3pp | 70.43%-49.2pp | 53.51%-32.3pp |
| Employer contribution / active EE | $1,336 | $3,417-60.9% | $4,593-70.9% | $2,552-47.7% |
| Participant deferral / active EE | $4,639 | $6,496-28.6% | $7,906-41.3% | $4,126+12.4% |
| Admin fee / account holder | $664 | $8,415-92.1% | $13,708-95.2% | $7,339-91.0% |