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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 | $35,089 | $81,262-56.8% | $155,602-77.4% | $80,911-56.6% |
| Participation rate | 43.6% | 66.2%-22.6pp | 78.2%-34.6pp | 67.6%-24.1pp |
| Annual return | 14.36% | 33.34%-19.0pp | 64.81%-50.5pp | 35.63%-21.3pp |
| Employer contribution / active EE | $732 | $3,102-76.4% | $4,675-84.3% | $2,756-73.4% |
| Participant deferral / active EE | $2,982 | $3,451-13.6% | $5,629-47.0% | $4,297-30.6% |
| Admin fee / account holder | $409 | $7,992-94.9% | $15,923-97.4% | $6,935-94.1% |