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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 | $97,289-65.3% | $92,805-63.6% | $155,188-78.3% |
| Participation rate | 45.0% | 84.2%-39.2pp | 83.5%-38.5pp | 80.8%-35.8pp |
| Annual return | 22.19% | 29.03%-6.8pp | 31.59%-9.4pp | 148.84%-126.6pp |
| Employer contribution / active EE | $1,400 | $3,632-61.4% | $3,424-59.1% | $4,248-67.0% |
| Participant deferral / active EE | $4,606 | $8,795-47.6% | $8,448-45.5% | $6,531-29.5% |
| Admin fee / account holder | $1,197 | $12,015-90.0% | $10,911-89.0% | $14,480-91.7% |