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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 | $33,838 | $86,949-61.1% | $102,460-67.0% | $80,959-58.2% |
| Participation rate | 45.6% | 72.4%-26.8pp | 76.5%-30.9pp | 67.7%-22.1pp |
| Annual return | 16.21% | 18.89%-2.7pp | 29.47%-13.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,303 | $2,370-45.0% | $3,025-56.9% | $2,757-52.7% |
| Participant deferral / active EE | $1,960 | $4,121-52.4% | $5,056-61.2% | $4,300-54.4% |
| Admin fee / account holder | $2,800 | $8,048-65.2% | $9,460-70.4% | $6,925-59.6% |