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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 | $95,404-62.6% | $113,397-68.5% | $82,637-56.8% |
| Participation rate | 41.0% | 72.8%-31.8pp | 76.5%-35.5pp | 68.1%-27.0pp |
| Annual return | 16.41% | 19.08%-2.7pp | 23.20%-6.8pp | 53.51%-37.1pp |
| Employer contribution / active EE | $1,076 | $2,307-53.4% | $2,977-63.9% | $2,552-57.9% |
| Participant deferral / active EE | $2,076 | $4,220-50.8% | $5,076-59.1% | $4,126-49.7% |
| Admin fee / account holder | $7,576 | $9,168-17.4% | $11,957-36.6% | $7,339+3.2% |