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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 | $34,382 | $81,487-57.8% | $102,412-66.4% | $80,935-57.5% |
| Participation rate | 38.1% | 66.8%-28.7pp | 74.5%-36.4pp | 67.7%-29.6pp |
| Annual return | 16.21% | 25.60%-9.4pp | 24.94%-8.7pp | 35.66%-19.4pp |
| Employer contribution / active EE | $1,113 | $3,103-64.1% | $3,870-71.2% | $2,757-59.6% |
| Participant deferral / active EE | $2,697 | $3,871-30.3% | $5,060-46.7% | $4,299-37.3% |
| Admin fee / account holder | $4,702 | $6,717-30.0% | $8,388-43.9% | $6,924-32.1% |