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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 | $44,746-24.7% | $88,179-61.8% | $64,097-47.4% |
| Participation rate | 36.0% | 39.8%-3.8pp | 69.1%-33.2pp | 55.2%-19.2pp |
| Annual return | 15.45% | 24.70%-9.3pp | 64.97%-49.5pp | 34.64%-19.2pp |
| Employer contribution / active EE | $656 | $1,078-39.2% | $2,549-74.3% | $1,891-65.3% |
| Participant deferral / active EE | $2,004 | $2,072-3.3% | $4,614-56.6% | $3,080-34.9% |
| Admin fee / account holder | $2,264 | $3,437-34.1% | $7,673-70.5% | $3,454-34.5% |