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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 | $33,674 | $41,016-17.9% | $152,093-77.9% | $64,097-47.5% |
| Participation rate | 30.7% | 51.3%-20.7pp | 77.8%-47.1pp | 55.2%-24.5pp |
| Annual return | 18.55% | 39.60%-21.0pp | 66.36%-47.8pp | 34.64%-16.1pp |
| Employer contribution / active EE | $1,141 | $1,342-15.0% | $4,175-72.7% | $1,891-39.7% |
| Participant deferral / active EE | $1,437 | $1,927-25.5% | $5,451-73.6% | $3,080-53.4% |
| Admin fee / account holder | $2,386 | $2,305+3.5% | $14,497-83.5% | $3,454-30.9% |