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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 | $32,798 | $52,580-37.6% | $71,671-54.2% | $70,124-53.2% |
| Participation rate | 38.2% | 60.9%-22.7pp | 68.7%-30.6pp | 69.5%-31.4pp |
| Annual return | 23.95% | 20.25%+3.7pp | 20.65%+3.3pp | 73.14%-49.2pp |
| Employer contribution / active EE | $1,264 | $1,616-21.8% | $2,460-48.6% | $2,342-46.0% |
| Participant deferral / active EE | $2,302 | $2,386-3.5% | $3,438-33.0% | $3,332-30.9% |
| Admin fee / account holder | $1,015 | $3,653-72.2% | $5,558-81.7% | $4,645-78.1% |