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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 | $35,293 | $94,436-62.6% | $115,599-69.5% | $82,637-57.3% |
| Participation rate | 40.5% | 70.4%-30.0pp | 74.3%-33.8pp | 68.1%-27.6pp |
| Annual return | 19.02% | 18.37%+0.6pp | 111.10%-92.1pp | 53.51%-34.5pp |
| Employer contribution / active EE | $1,402 | $2,324-39.7% | $2,955-52.6% | $2,552-45.1% |
| Participant deferral / active EE | $3,123 | $3,955-21.0% | $4,889-36.1% | $4,126-24.3% |
| Admin fee / account holder | $897 | $10,328-91.3% | $12,841-93.0% | $7,339-87.8% |