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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 | $34,380 | $76,407-55.0% | $150,298-77.1% | $82,448-58.3% |
| Participation rate | 40.0% | 66.4%-26.4pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 17.44% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,644 | $2,614-37.1% | $4,154-60.4% | $2,551-35.5% |
| Participant deferral / active EE | $2,473 | $3,214-23.1% | $5,453-54.6% | $4,139-40.2% |
| Admin fee / account holder | $1,431 | $6,352-77.5% | $14,116-89.9% | $7,234-80.2% |