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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 | $34,738 | $81,504-57.4% | $102,437-66.1% | $80,959-57.1% |
| Participation rate | 41.1% | 66.9%-25.8pp | 74.5%-33.4pp | 67.7%-26.6pp |
| Annual return | 16.82% | 25.60%-8.8pp | 24.95%-8.1pp | 35.67%-18.8pp |
| Employer contribution / active EE | $1,507 | $3,104-51.4% | $3,871-61.1% | $2,757-45.3% |
| Participant deferral / active EE | $2,775 | $3,871-28.3% | $5,060-45.2% | $4,300-35.5% |
| Admin fee / account holder | $1,344 | $6,719-80.0% | $8,388-84.0% | $6,925-80.6% |