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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 | $34,826 | $106,749-67.4% | $145,433-76.1% | $82,448-57.8% |
| Participation rate | 68.0% | 75.6%-7.6pp | 82.1%-14.1pp | 68.1%-0.1pp |
| Annual return | 14.90% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,812 | $3,444-47.4% | $4,554-60.2% | $2,551-29.0% |
| Participant deferral / active EE | $3,644 | $6,519-44.1% | $7,897-53.9% | $4,139-12.0% |
| Admin fee / account holder | $950 | $8,390-88.7% | $13,129-92.8% | $7,234-86.9% |