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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 | $35,101 | $62,672-44.0% | $185,117-81.0% | $70,126-49.9% |
| Participation rate | 45.2% | 63.8%-18.6pp | 77.3%-32.1pp | 69.5%-24.4pp |
| Annual return | 16.91% | 40.79%-23.9pp | 40.50%-23.6pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,174 | $1,753-33.0% | $4,182-71.9% | $2,343-49.9% |
| Participant deferral / active EE | $1,939 | $3,272-40.7% | $5,045-61.6% | $3,332-41.8% |
| Admin fee / account holder | $3,963 | $3,932+0.8% | $8,159-51.4% | $4,645-14.7% |