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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 | $37,711 | $101,795-63.0% | $165,100-77.2% | $80,959-53.4% |
| Participation rate | 29.4% | 71.8%-42.4pp | 78.6%-49.2pp | 67.7%-38.3pp |
| Annual return | 20.21% | 16.73%+3.5pp | 70.21%-50.0pp | 35.67%-15.5pp |
| Employer contribution / active EE | $1,070 | $2,954-63.8% | $4,348-75.4% | $2,757-61.2% |
| Participant deferral / active EE | $2,215 | $4,476-50.5% | $6,035-63.3% | $4,300-48.5% |
| Admin fee / account holder | $3,232 | $8,221-60.7% | $12,696-74.5% | $6,925-53.3% |