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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 | $32,042 | $81,457-60.7% | $103,378-69.0% | $80,911-60.4% |
| Participation rate | 45.1% | 66.8%-21.7pp | 74.5%-29.4pp | 67.6%-22.5pp |
| Annual return | 29.69% | 25.58%+4.1pp | 24.91%+4.8pp | 35.63%-5.9pp |
| Employer contribution / active EE | $1,341 | $3,107-56.9% | $3,870-65.4% | $2,756-51.4% |
| Participant deferral / active EE | $2,648 | $3,871-31.6% | $5,058-47.7% | $4,297-38.4% |
| Admin fee / account holder | $4,231 | $6,717-37.0% | $8,401-49.6% | $6,935-39.0% |