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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 | $41,525 | $95,404-56.5% | $113,397-63.4% | $82,637-49.8% |
| Participation rate | 36.1% | 72.8%-36.7pp | 76.5%-40.4pp | 68.1%-32.0pp |
| Annual return | 19.63% | 19.08%+0.6pp | 23.20%-3.6pp | 53.51%-33.9pp |
| Employer contribution / active EE | $1,227 | $2,307-46.8% | $2,977-58.8% | $2,552-51.9% |
| Participant deferral / active EE | $3,175 | $4,220-24.8% | $5,076-37.5% | $4,126-23.1% |
| Admin fee / account holder | $607 | $9,168-93.4% | $11,957-94.9% | $7,339-91.7% |