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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 | $60,442-41.8% | $96,754-63.7% | $87,485-59.8% |
| Participation rate | 41.0% | 58.7%-17.7pp | 70.3%-29.3pp | 68.9%-27.9pp |
| Annual return | 14.77% | 21.97%-7.2pp | 82.04%-67.3pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,457 | $1,691-13.8% | $2,679-45.6% | $2,596-43.9% |
| Participant deferral / active EE | $2,238 | $3,280-31.8% | $4,758-53.0% | $4,274-47.6% |
| Admin fee / account holder | $401 | $5,069-92.1% | $8,905-95.5% | $7,775-94.8% |