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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 | $34,668 | $73,978-53.1% | $96,515-64.1% | $75,173-53.9% |
| Participation rate | 41.9% | 66.4%-24.6pp | 74.3%-32.5pp | 67.2%-25.3pp |
| Annual return | 20.65% | 26.72%-6.1pp | 35.73%-15.1pp | 160.72%-140.1pp |
| Employer contribution / active EE | $1,088 | $2,931-62.9% | $3,740-70.9% | $2,671-59.3% |
| Participant deferral / active EE | $2,267 | $3,660-38.1% | $4,880-53.5% | $4,126-45.1% |
| Admin fee / account holder | $707 | $5,219-86.4% | $6,735-89.5% | $5,651-87.5% |