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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 | $35,509 | $46,688-23.9% | $189,758-81.3% | $69,733-49.1% |
| Participation rate | 49.0% | 61.7%-12.7pp | 79.8%-30.8pp | 62.5%-13.5pp |
| Annual return | 18.10% | 14.35%+3.8pp | 52.62%-34.5pp | 15.22%+2.9pp |
| Employer contribution / active EE | $1,171 | $1,695-30.9% | $4,767-75.4% | $2,250-48.0% |
| Participant deferral / active EE | $1,570 | $2,143-26.7% | $5,856-73.2% | $3,054-48.6% |
| Admin fee / account holder | $4,131 | $1,700+142.9% | $20,388-79.7% | $3,102+33.2% |