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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 | $25,680 | $76,696-66.5% | $96,515-73.4% | $71,511-64.1% |
| Participation rate | 37.6% | 66.6%-28.9pp | 74.3%-36.7pp | 67.9%-30.3pp |
| Annual return | 44.77% | 48.32%-3.6pp | 35.73%+9.0pp | 28.86%+15.9pp |
| Employer contribution / active EE | $1,055 | $3,032-65.2% | $3,740-71.8% | $2,589-59.3% |
| Participant deferral / active EE | $2,045 | $3,770-45.7% | $4,880-58.1% | $4,291-52.3% |
| Admin fee / account holder | $1,005 | $2,030-50.5% | $6,735-85.1% | $1,588-36.7% |