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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 | $33,216 | $94,031-64.7% | $115,768-71.3% | $82,448-59.7% |
| Participation rate | 40.6% | 70.4%-29.8pp | 74.4%-33.8pp | 68.1%-27.4pp |
| Annual return | 17.54% | 20.61%-3.1pp | 100.46%-82.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,415 | $2,323-39.1% | $2,940-51.9% | $2,551-44.5% |
| Participant deferral / active EE | $2,364 | $3,972-40.5% | $4,917-51.9% | $4,139-42.9% |
| Admin fee / account holder | $2,341 | $10,249-77.2% | $12,439-81.2% | $7,234-67.6% |