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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 | $35,347 | $46,688-24.3% | $189,758-81.4% | $69,733-49.3% |
| Participation rate | 41.9% | 61.7%-19.8pp | 79.8%-37.9pp | 62.5%-20.5pp |
| Annual return | 11.90% | 14.35%-2.5pp | 52.62%-40.7pp | 15.22%-3.3pp |
| Employer contribution / active EE | $1,025 | $1,695-39.5% | $4,767-78.5% | $2,250-54.4% |
| Participant deferral / active EE | $990 | $2,143-53.8% | $5,856-83.1% | $3,054-67.6% |
| Admin fee / account holder | $2,122 | $1,700+24.8% | $20,388-89.6% | $3,102-31.6% |