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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 | $33,107 | $79,867-58.5% | $120,344-72.5% | $64,340-48.5% |
| Participation rate | 46.1% | 63.0%-16.9pp | 76.7%-30.6pp | 55.2%-9.1pp |
| Annual return | 19.43% | 21.10%-1.7pp | 20.30%-0.9pp | 24.14%-4.7pp |
| Employer contribution / active EE | $1,722 | $1,925-10.5% | $3,020-43.0% | $1,862-7.5% |
| Participant deferral / active EE | $2,162 | $3,593-39.8% | $5,135-57.9% | $2,980-27.4% |
| Admin fee / account holder | $1,729 | $5,039-65.7% | $12,742-86.4% | $3,703-53.3% |