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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 | $43,496-18.7% | $161,489-78.1% | $64,340-45.1% |
| Participation rate | 41.9% | 53.5%-11.6pp | 78.7%-36.8pp | 55.2%-13.3pp |
| Annual return | 11.90% | 20.76%-8.9pp | 89.72%-77.8pp | 24.14%-12.2pp |
| Employer contribution / active EE | $1,025 | $1,431-28.3% | $4,268-76.0% | $1,862-44.9% |
| Participant deferral / active EE | $990 | $1,996-50.4% | $5,630-82.4% | $2,980-66.8% |
| Admin fee / account holder | $2,122 | $2,330-8.9% | $16,006-86.7% | $3,703-42.7% |