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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 | $38,086 | $56,438-32.5% | $76,872-50.5% | $71,511-46.7% |
| Participation rate | 40.4% | 64.3%-24.0pp | 69.6%-29.2pp | 67.9%-27.6pp |
| Annual return | 16.32% | 19.05%-2.7pp | 37.90%-21.6pp | 28.86%-12.5pp |
| Employer contribution / active EE | $1,015 | $1,864-45.5% | $2,533-59.9% | $2,589-60.8% |
| Participant deferral / active EE | $2,325 | $3,136-25.9% | $3,832-39.3% | $4,291-45.8% |
| Admin fee / account holder | $3,225 | $1,430+125.5% | $5,476-41.1% | $1,588+103.0% |