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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 | $33,737 | $100,970-66.6% | $96,576-65.1% | $137,256-75.4% |
| Participation rate | 45.0% | 82.6%-37.6pp | 81.4%-36.4pp | 80.0%-35.0pp |
| Annual return | 22.19% | 38.16%-16.0pp | 38.47%-16.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,400 | $3,809-63.2% | $3,553-60.6% | $4,156-66.3% |
| Participant deferral / active EE | $4,606 | $8,286-44.4% | $7,956-42.1% | $6,407-28.1% |
| Admin fee / account holder | $1,197 | $11,312-89.4% | $11,381-89.5% | $12,270-90.2% |