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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 | $34,898 | $56,110-37.8% | $94,993-63.3% | $70,126-50.2% |
| Participation rate | 56.7% | 65.0%-8.3pp | 73.9%-17.2pp | 69.5%-12.9pp |
| Annual return | 20.85% | 51.02%-30.2pp | 27.14%-6.3pp | 73.15%-52.3pp |
| Employer contribution / active EE | $1,112 | $1,442-22.9% | $2,603-57.3% | $2,343-52.5% |
| Participant deferral / active EE | $2,449 | $2,391+2.4% | $3,317-26.2% | $3,332-26.5% |
| Admin fee / account holder | $336 | $3,456-90.3% | $4,960-93.2% | $4,645-92.8% |