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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 | $34,679 | $77,814-55.4% | $158,223-78.1% | $86,983-60.1% |
| Participation rate | 67.3% | 68.4%-1.1pp | 79.2%-11.9pp | 69.5%-2.2pp |
| Annual return | 24.03% | 30.54%-6.5pp | 52.09%-28.1pp | 25.83%-1.8pp |
| Employer contribution / active EE | $1,637 | $2,592-36.8% | $4,109-60.2% | $2,584-36.7% |
| Participant deferral / active EE | $3,197 | $3,270-2.2% | $5,467-41.5% | $4,194-23.8% |
| Admin fee / account holder | $2,597 | $5,879-55.8% | $16,047-83.8% | $7,856-66.9% |