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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 | $42,839 | $79,557-46.2% | $118,746-63.9% | $70,126-38.9% |
| Participation rate | 35.1% | 71.4%-36.2pp | 78.3%-43.1pp | 69.5%-34.4pp |
| Annual return | 16.81% | 25.64%-8.8pp | 24.54%-7.7pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,500 | $2,861-47.6% | $4,193-64.2% | $2,343-36.0% |
| Participant deferral / active EE | $1,953 | $4,089-52.2% | $5,332-63.4% | $3,332-41.4% |
| Admin fee / account holder | $1,573 | $5,374-70.7% | $10,720-85.3% | $4,645-66.1% |