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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 | $37,844 | $84,236-55.1% | $170,435-77.8% | $70,126-46.0% |
| Participation rate | 54.8% | 70.8%-16.0pp | 83.6%-28.8pp | 69.5%-14.7pp |
| Annual return | 23.63% | 23.06%+0.6pp | 205.94%-182.3pp | 73.15%-49.5pp |
| Employer contribution / active EE | $1,235 | $3,387-63.5% | $5,432-77.3% | $2,343-47.3% |
| Participant deferral / active EE | $2,166 | $3,086-29.8% | $4,939-56.2% | $3,332-35.0% |
| Admin fee / account holder | $819 | $5,698-85.6% | $13,881-94.1% | $4,645-82.4% |