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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 | $33,684 | $45,312-25.7% | $86,233-60.9% | $67,986-50.5% |
| Participation rate | 36.0% | 42.4%-6.5pp | 69.0%-33.1pp | 57.2%-21.2pp |
| Annual return | 15.45% | 24.79%-9.3pp | 61.39%-45.9pp | 31.67%-16.2pp |
| Employer contribution / active EE | $656 | $1,160-43.5% | $2,504-73.8% | $2,019-67.5% |
| Participant deferral / active EE | $2,004 | $2,185-8.3% | $4,559-56.0% | $3,358-40.3% |
| Admin fee / account holder | $2,264 | $3,295-31.3% | $8,342-72.9% | $3,203-29.3% |