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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 | $32,740 | $72,272-54.7% | $101,264-67.7% | $79,858-59.0% |
| Participation rate | 40.5% | 68.5%-27.9pp | 75.8%-35.3pp | 69.6%-29.1pp |
| Annual return | 17.80% | 22.30%-4.5pp | 46.48%-28.7pp | 31.72%-13.9pp |
| Employer contribution / active EE | $1,199 | $2,692-55.4% | $3,660-67.2% | $2,471-51.5% |
| Participant deferral / active EE | $1,891 | $3,282-42.4% | $4,370-56.7% | $3,740-49.4% |
| Admin fee / account holder | $398 | $4,401-91.0% | $5,947-93.3% | $5,306-92.5% |