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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 | $34,450 | $81,504-57.7% | $102,437-66.4% | $80,959-57.4% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 21.06% | 25.60%-4.5pp | 24.95%-3.9pp | 35.67%-14.6pp |
| Employer contribution / active EE | $1,597 | $3,104-48.6% | $3,871-58.8% | $2,757-42.1% |
| Participant deferral / active EE | $3,033 | $3,871-21.6% | $5,060-40.1% | $4,300-29.5% |
| Admin fee / account holder | $2,550 | $6,719-62.1% | $8,388-69.6% | $6,925-63.2% |