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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 | $35,598 | $57,119-37.7% | $85,187-58.2% | $80,935-56.0% |
| Participation rate | 34.8% | 56.4%-21.6pp | 67.5%-32.7pp | 67.7%-32.9pp |
| Annual return | 13.93% | 21.70%-7.8pp | 66.67%-52.7pp | 35.66%-21.7pp |
| Employer contribution / active EE | $942 | $1,802-47.7% | $2,732-65.5% | $2,757-65.8% |
| Participant deferral / active EE | $1,315 | $3,115-57.8% | $4,525-70.9% | $4,299-69.4% |
| Admin fee / account holder | $1,211 | $4,990-75.7% | $6,162-80.3% | $6,924-82.5% |