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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 | $96,233-63.0% | $137,474-74.1% | $94,015-62.2% |
| Participation rate | 40.5% | 78.3%-37.8pp | 83.5%-43.0pp | 70.8%-30.3pp |
| Annual return | 16.65% | 16.05%+0.6pp | 11.53%+5.1pp | 17.84%-1.2pp |
| Employer contribution / active EE | $1,380 | $3,713-62.8% | $5,048-72.7% | $2,790-50.5% |
| Participant deferral / active EE | $2,618 | $5,018-47.8% | $6,155-57.5% | $4,249-38.4% |
| Admin fee / account holder | $5,692 | $7,029-19.0% | $10,602-46.3% | $8,951-36.4% |