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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 | $29,339 | $76,407-61.6% | $150,298-80.5% | $82,448-64.4% |
| Participation rate | 63.0% | 66.4%-3.4pp | 77.8%-14.8pp | 68.1%-5.1pp |
| Annual return | 20.06% | 39.99%-19.9pp | 62.79%-42.7pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,539 | $2,614-41.1% | $4,154-63.0% | $2,551-39.7% |
| Participant deferral / active EE | $3,324 | $3,214+3.4% | $5,453-39.0% | $4,139-19.7% |
| Admin fee / account holder | $560 | $6,352-91.2% | $14,116-96.0% | $7,234-92.3% |