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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 | $43,710 | $51,604-15.3% | $129,295-66.2% | $80,874-46.0% |
| Participation rate | 32.6% | 57.0%-24.4pp | 69.6%-37.1pp | 67.6%-35.1pp |
| Annual return | 11.28% | 20.76%-9.5pp | 9429.28%-9418.0pp | 35.62%-24.3pp |
| Employer contribution / active EE | $2,825 | $1,585+78.3% | $4,157-32.1% | $2,756+2.5% |
| Participant deferral / active EE | $1,663 | $2,670-37.7% | $4,169-60.1% | $4,297-61.3% |
| Admin fee / account holder | $887 | $4,310-79.4% | $7,665-88.4% | $6,935-87.2% |