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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 | $35,427 | $76,669-53.8% | $96,520-63.3% | $71,495-50.4% |
| Participation rate | 32.1% | 66.6%-34.4pp | 74.3%-42.2pp | 67.9%-35.8pp |
| Annual return | 25.23% | 48.29%-23.1pp | 35.72%-10.5pp | 28.85%-3.6pp |
| Employer contribution / active EE | $1,155 | $3,031-61.9% | $3,739-69.1% | $2,589-55.4% |
| Participant deferral / active EE | $1,790 | $3,771-52.5% | $4,879-63.3% | $4,291-58.3% |
| Admin fee / account holder | $8,124 | $2,028+300.6% | $6,733+20.7% | $1,588+411.7% |