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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 | $36,293 | $46,599-22.1% | $64,101-43.4% | $75,173-51.7% |
| Participation rate | 42.1% | 65.9%-23.8pp | 72.3%-30.2pp | 67.2%-25.1pp |
| Annual return | 22.38% | 26.06%-3.7pp | 33.72%-11.3pp | 160.72%-138.3pp |
| Employer contribution / active EE | $1,171 | $1,975-40.7% | $2,749-57.4% | $2,671-56.2% |
| Participant deferral / active EE | $2,092 | $2,837-26.3% | $3,881-46.1% | $4,126-49.3% |
| Admin fee / account holder | $976 | $2,956-67.0% | $3,070-68.2% | $5,651-82.7% |