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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 | $35,595 | $101,795-65.0% | $165,100-78.4% | $80,959-56.0% |
| Participation rate | 36.0% | 71.8%-35.8pp | 78.6%-42.6pp | 67.7%-31.7pp |
| Annual return | 11.84% | 16.73%-4.9pp | 70.21%-58.4pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,126 | $2,954-61.9% | $4,348-74.1% | $2,757-59.2% |
| Participant deferral / active EE | $2,677 | $4,476-40.2% | $6,035-55.6% | $4,300-37.7% |
| Admin fee / account holder | $748 | $8,221-90.9% | $12,696-94.1% | $6,925-89.2% |