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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 | $35,660 | $86,949-59.0% | $102,460-65.2% | $80,959-56.0% |
| Participation rate | 22.0% | 72.4%-50.4pp | 76.5%-54.5pp | 67.7%-45.7pp |
| Annual return | 11.88% | 18.89%-7.0pp | 29.47%-17.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,016 | $2,370-57.1% | $3,025-66.4% | $2,757-63.1% |
| Participant deferral / active EE | $2,318 | $4,121-43.7% | $5,056-54.1% | $4,300-46.1% |
| Admin fee / account holder | $4,599 | $8,048-42.9% | $9,460-51.4% | $6,925-33.6% |