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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 | $32,773 | $41,016-20.1% | $152,093-78.5% | $64,097-48.9% |
| Participation rate | 40.4% | 51.3%-11.0pp | 77.8%-37.4pp | 55.2%-14.8pp |
| Annual return | 16.19% | 39.60%-23.4pp | 66.36%-50.2pp | 34.64%-18.5pp |
| Employer contribution / active EE | $658 | $1,342-51.0% | $4,175-84.2% | $1,891-65.2% |
| Participant deferral / active EE | $1,137 | $1,927-41.0% | $5,451-79.1% | $3,080-63.1% |
| Admin fee / account holder | $3,493 | $2,305+51.5% | $14,497-75.9% | $3,454+1.1% |