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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 | $35,246 | $80,763-56.4% | $102,412-65.6% | $74,459-52.7% |
| Participation rate | 29.8% | 65.7%-35.9pp | 74.5%-44.7pp | 67.2%-37.5pp |
| Annual return | 13.82% | 27.57%-13.7pp | 24.94%-11.1pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $1,509 | $3,160-52.2% | $3,870-61.0% | $2,626-42.5% |
| Participant deferral / active EE | $2,574 | $3,862-33.4% | $5,060-49.1% | $4,350-40.8% |
| Admin fee / account holder | $1,397 | $2,371-41.1% | $8,388-83.3% | $1,945-28.2% |