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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 | $36,104 | $81,457-55.7% | $103,378-65.1% | $80,911-55.4% |
| Participation rate | 38.2% | 66.8%-28.7pp | 74.5%-36.3pp | 67.6%-29.5pp |
| Annual return | 14.46% | 25.58%-11.1pp | 24.91%-10.4pp | 35.63%-21.2pp |
| Employer contribution / active EE | $1,791 | $3,107-42.4% | $3,870-53.7% | $2,756-35.0% |
| Participant deferral / active EE | $3,105 | $3,871-19.8% | $5,058-38.6% | $4,297-27.7% |
| Admin fee / account holder | $2,560 | $6,717-61.9% | $8,401-69.5% | $6,935-63.1% |