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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 | $31,713 | $73,978-57.1% | $96,515-67.1% | $75,173-57.8% |
| Participation rate | 36.7% | 66.4%-29.8pp | 74.3%-37.7pp | 67.2%-30.5pp |
| Annual return | 16.97% | 26.72%-9.8pp | 35.73%-18.8pp | 160.72%-143.7pp |
| Employer contribution / active EE | $1,191 | $2,931-59.4% | $3,740-68.1% | $2,671-55.4% |
| Participant deferral / active EE | $2,274 | $3,660-37.9% | $4,880-53.4% | $4,126-44.9% |
| Admin fee / account holder | $4,202 | $5,219-19.5% | $6,735-37.6% | $5,651-25.6% |