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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 | $35,570 | $96,052-63.0% | $118,106-69.9% | $87,485-59.3% |
| Participation rate | 40.5% | 77.0%-36.5pp | 81.9%-41.3pp | 68.9%-28.4pp |
| Annual return | 16.65% | 24.16%-7.5pp | 19.44%-2.8pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,380 | $3,939-65.0% | $4,698-70.6% | $2,596-46.9% |
| Participant deferral / active EE | $2,618 | $5,793-54.8% | $6,619-60.5% | $4,274-38.7% |
| Admin fee / account holder | $5,692 | $7,618-25.3% | $8,973-36.6% | $7,775-26.8% |