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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 | $31,602 | $81,262-61.1% | $155,602-79.7% | $80,911-60.9% |
| Participation rate | 53.8% | 66.2%-12.5pp | 78.2%-24.5pp | 67.6%-13.9pp |
| Annual return | 14.37% | 33.34%-19.0pp | 64.81%-50.4pp | 35.63%-21.3pp |
| Employer contribution / active EE | $1,758 | $3,102-43.3% | $4,675-62.4% | $2,756-36.2% |
| Participant deferral / active EE | $3,970 | $3,451+15.0% | $5,629-29.5% | $4,297-7.6% |
| Admin fee / account holder | $2,657 | $7,992-66.8% | $15,923-83.3% | $6,935-61.7% |