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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 | $34,488 | $73,978-53.4% | $96,515-64.3% | $75,173-54.1% |
| Participation rate | 39.3% | 66.4%-27.1pp | 74.3%-35.1pp | 67.2%-27.9pp |
| Annual return | 21.79% | 26.72%-4.9pp | 35.73%-13.9pp | 160.72%-138.9pp |
| Employer contribution / active EE | $1,091 | $2,931-62.8% | $3,740-70.8% | $2,671-59.2% |
| Participant deferral / active EE | $2,489 | $3,660-32.0% | $4,880-49.0% | $4,126-39.7% |
| Admin fee / account holder | $2,486 | $5,219-52.4% | $6,735-63.1% | $5,651-56.0% |