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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 | $35,453 | $76,551-53.7% | $123,894-71.4% | $62,881-43.6% |
| Participation rate | 38.5% | 73.0%-34.5pp | 81.4%-42.9pp | 69.3%-30.8pp |
| Annual return | 8.07% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,772 | $2,882-38.5% | $4,617-61.6% | $2,281-22.3% |
| Participant deferral / active EE | $4,344 | $4,840-10.3% | $5,984-27.4% | $3,203+35.6% |
| Admin fee / account holder | $3,650 | $4,826-24.4% | $8,357-56.3% | $4,296-15.0% |