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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 | $34,214 | $65,364-47.7% | $92,909-63.2% | $72,975-53.1% |
| Participation rate | 39.5% | 68.3%-28.8pp | 76.0%-36.5pp | 69.5%-30.0pp |
| Annual return | 26.10% | 42.11%-16.0pp | 109.44%-83.3pp | 81.01%-54.9pp |
| Employer contribution / active EE | $1,275 | $2,594-50.9% | $3,653-65.1% | $2,440-47.8% |
| Participant deferral / active EE | $2,401 | $3,128-23.2% | $4,238-43.3% | $3,608-33.4% |
| Admin fee / account holder | $2,669 | $4,251-37.2% | $5,795-53.9% | $5,124-47.9% |