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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 | $36,274 | $86,949-58.3% | $102,460-64.6% | $80,959-55.2% |
| Participation rate | 41.9% | 72.4%-30.4pp | 76.5%-34.6pp | 67.7%-25.7pp |
| Annual return | 17.89% | 18.89%-1.0pp | 29.47%-11.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $1,718 | $2,370-27.5% | $3,025-43.2% | $2,757-37.7% |
| Participant deferral / active EE | $2,631 | $4,121-36.1% | $5,056-48.0% | $4,300-38.8% |
| Admin fee / account holder | $6,393 | $8,048-20.6% | $9,460-32.4% | $6,925-7.7% |