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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 | $33,414 | $81,334-58.9% | $113,397-70.5% | $64,097-47.9% |
| Participation rate | 45.3% | 65.6%-20.3pp | 76.5%-31.2pp | 55.2%-9.9pp |
| Annual return | 17.02% | 32.50%-15.5pp | 23.20%-6.2pp | 34.64%-17.6pp |
| Employer contribution / active EE | $1,064 | $2,077-48.8% | $2,977-64.3% | $1,891-43.8% |
| Participant deferral / active EE | $2,579 | $3,795-32.1% | $5,076-49.2% | $3,080-16.3% |
| Admin fee / account holder | $2,799 | $4,208-33.5% | $11,957-76.6% | $3,454-19.0% |