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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 | $34,452 | $86,938-60.4% | $102,423-66.4% | $80,925-57.4% |
| Participation rate | 27.4% | 72.4%-45.0pp | 76.5%-49.1pp | 67.7%-40.2pp |
| Annual return | 14.43% | 18.89%-4.5pp | 29.42%-15.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $1,119 | $2,369-52.8% | $3,023-63.0% | $2,756-59.4% |
| Participant deferral / active EE | $1,999 | $4,120-51.5% | $5,054-60.5% | $4,299-53.5% |
| Admin fee / account holder | $1,048 | $8,053-87.0% | $9,455-88.9% | $6,940-84.9% |