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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 | $32,072 | $78,705-59.3% | $117,860-72.8% | $70,124-54.3% |
| Participation rate | 36.7% | 73.2%-36.5pp | 79.7%-43.0pp | 69.5%-32.9pp |
| Annual return | 24.13% | 23.30%+0.8pp | 335.10%-311.0pp | 73.14%-49.0pp |
| Employer contribution / active EE | $1,799 | $2,223-19.1% | $3,786-52.5% | $2,342-23.2% |
| Participant deferral / active EE | $3,309 | $3,297+0.4% | $4,482-26.2% | $3,332-0.7% |
| Admin fee / account holder | $319 | $5,065-93.7% | $8,021-96.0% | $4,645-93.1% |