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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 | $38,873 | $94,031-58.7% | $115,768-66.4% | $82,448-52.9% |
| Participation rate | 39.2% | 70.4%-31.2pp | 74.4%-35.2pp | 68.1%-28.9pp |
| Annual return | 14.33% | 20.61%-6.3pp | 100.46%-86.1pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,357 | $2,323-41.6% | $2,940-53.8% | $2,551-46.8% |
| Participant deferral / active EE | $2,803 | $3,972-29.4% | $4,917-43.0% | $4,139-32.3% |
| Admin fee / account holder | $5,606 | $10,249-45.3% | $12,439-54.9% | $7,234-22.5% |