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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 | $40,189 | $35,183+14.2% | $73,545-45.4% | $70,124-42.7% |
| Participation rate | 32.1% | 42.9%-10.8pp | 54.9%-22.8pp | 69.5%-37.4pp |
| Annual return | 20.42% | 26.90%-6.5pp | -15.16%+35.6pp | 73.14%-52.7pp |
| Employer contribution / active EE | $917 | $709+29.4% | $1,219-24.8% | $2,342-60.9% |
| Participant deferral / active EE | $1,826 | $1,220+49.7% | $1,806+1.1% | $3,332-45.2% |
| Admin fee / account holder | $998 | $2,302-56.6% | $2,320-57.0% | $4,645-78.5% |