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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 | $35,240 | $72,269-51.2% | $101,271-65.2% | $79,852-55.9% |
| Participation rate | 40.7% | 68.5%-27.7pp | 75.8%-35.1pp | 69.6%-28.9pp |
| Annual return | 25.19% | 22.29%+2.9pp | 46.48%-21.3pp | 31.72%-6.5pp |
| Employer contribution / active EE | $1,044 | $2,692-61.2% | $3,660-71.5% | $2,471-57.7% |
| Participant deferral / active EE | $2,221 | $3,282-32.3% | $4,371-49.2% | $3,740-40.6% |
| Admin fee / account holder | $1,614 | $4,401-63.3% | $5,948-72.9% | $5,306-69.6% |