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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 | $34,659 | $67,595-48.7% | $186,193-81.4% | $64,340-46.1% |
| Participation rate | 50.2% | 51.9%-1.7pp | 77.1%-26.9pp | 55.2%-5.0pp |
| Annual return | 20.87% | 17.46%+3.4pp | 78.03%-57.2pp | 24.14%-3.3pp |
| Employer contribution / active EE | $1,626 | $1,513+7.5% | $3,918-58.5% | $1,862-12.6% |
| Participant deferral / active EE | $3,003 | $3,023-0.7% | $6,513-53.9% | $2,980+0.7% |
| Admin fee / account holder | $1,691 | $5,311-68.2% | $11,058-84.7% | $3,703-54.3% |