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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 | $35,165 | $57,590-38.9% | $86,233-59.2% | $82,448-57.3% |
| Participation rate | 41.0% | 57.9%-16.9pp | 69.0%-28.0pp | 68.1%-27.1pp |
| Annual return | 14.77% | 22.41%-7.6pp | 61.39%-46.6pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,457 | $1,655-12.0% | $2,504-41.8% | $2,551-42.9% |
| Participant deferral / active EE | $2,238 | $3,080-27.3% | $4,559-50.9% | $4,139-45.9% |
| Admin fee / account holder | $401 | $4,730-91.5% | $8,342-95.2% | $7,234-94.5% |