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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 | $35,685 | $95,453-62.6% | $112,040-68.1% | $82,448-56.7% |
| Participation rate | 41.0% | 72.8%-31.7pp | 76.5%-35.5pp | 68.1%-27.0pp |
| Annual return | 16.41% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,076 | $2,318-53.6% | $2,954-63.6% | $2,551-57.8% |
| Participant deferral / active EE | $2,076 | $4,224-50.8% | $5,098-59.3% | $4,139-49.8% |
| Admin fee / account holder | $7,576 | $9,013-15.9% | $12,098-37.4% | $7,234+4.7% |