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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 | $32,152 | $83,485-61.5% | $125,192-74.3% | $72,975-55.9% |
| Participation rate | 42.5% | 73.3%-30.8pp | 79.8%-37.3pp | 69.5%-27.0pp |
| Annual return | 23.67% | 25.77%-2.1pp | 43.79%-20.1pp | 81.01%-57.3pp |
| Employer contribution / active EE | $1,152 | $2,346-50.9% | $3,866-70.2% | $2,440-52.8% |
| Participant deferral / active EE | $2,542 | $3,586-29.1% | $4,937-48.5% | $3,608-29.5% |
| Admin fee / account holder | $1,090 | $5,518-80.2% | $9,704-88.8% | $5,124-78.7% |