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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 | $27,823 | $88,996-68.7% | $78,004-64.3% | $138,895-80.0% |
| Participation rate | 42.1% | 74.4%-32.3pp | 69.4%-27.3pp | 79.9%-37.8pp |
| Annual return | 20.77% | 28.03%-7.3pp | 31.07%-10.3pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,631 | $2,917-44.1% | $2,469-33.9% | $4,194-61.1% |
| Participant deferral / active EE | $4,394 | $4,724-7.0% | $4,092+7.4% | $6,396-31.3% |
| Admin fee / account holder | $1,179 | $8,807-86.6% | $7,578-84.4% | $12,562-90.6% |