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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 | $36,023 | $76,696-53.0% | $96,515-62.7% | $71,511-49.6% |
| Participation rate | 31.0% | 66.6%-35.6pp | 74.3%-43.3pp | 67.9%-36.9pp |
| Annual return | 17.08% | 48.32%-31.2pp | 35.73%-18.6pp | 28.86%-11.8pp |
| Employer contribution / active EE | $1,048 | $3,032-65.4% | $3,740-72.0% | $2,589-59.5% |
| Participant deferral / active EE | $1,914 | $3,770-49.2% | $4,880-60.8% | $4,291-55.4% |
| Admin fee / account holder | $1,408 | $2,030-30.7% | $6,735-79.1% | $1,588-11.4% |