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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 | $43,468 | $81,334-46.6% | $113,397-61.7% | $64,097-32.2% |
| Participation rate | 32.4% | 65.6%-33.2pp | 76.5%-44.1pp | 55.2%-22.8pp |
| Annual return | 19.19% | 32.50%-13.3pp | 23.20%-4.0pp | 34.64%-15.4pp |
| Employer contribution / active EE | $1,080 | $2,077-48.0% | $2,977-63.7% | $1,891-42.9% |
| Participant deferral / active EE | $2,022 | $3,795-46.7% | $5,076-60.2% | $3,080-34.3% |
| Admin fee / account holder | $1,763 | $4,208-58.1% | $11,957-85.3% | $3,454-49.0% |