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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 | $34,643 | $64,010-45.9% | $108,359-68.0% | $64,340-46.2% |
| Participation rate | 43.2% | 49.4%-6.2pp | 70.1%-27.0pp | 55.2%-12.1pp |
| Annual return | 16.16% | 19.74%-3.6pp | 36.89%-20.7pp | 24.14%-8.0pp |
| Employer contribution / active EE | $991 | $1,029-3.7% | $2,399-58.7% | $1,862-46.8% |
| Participant deferral / active EE | $1,619 | $2,395-32.4% | $4,137-60.9% | $2,980-45.7% |
| Admin fee / account holder | $2,839 | $4,885-41.9% | $9,741-70.9% | $3,703-23.3% |