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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 | $90,674-60.8% | $96,707-63.2% | $82,448-56.9% |
| Participation rate | 40.5% | 75.9%-35.4pp | 80.4%-39.8pp | 68.1%-27.5pp |
| Annual return | 16.65% | 49.05%-32.4pp | 34.78%-18.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,380 | $3,975-65.3% | $4,191-67.1% | $2,551-45.9% |
| Participant deferral / active EE | $2,618 | $5,696-54.0% | $5,997-56.3% | $4,139-36.8% |
| Admin fee / account holder | $5,692 | $7,568-24.8% | $7,503-24.1% | $7,234-21.3% |