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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 | $35,936 | $65,246-44.9% | $98,716-63.6% | $67,986-47.1% |
| Participation rate | 39.1% | 51.4%-12.3pp | 69.3%-30.2pp | 57.2%-18.1pp |
| Annual return | 18.99% | 20.58%-1.6pp | 31.81%-12.8pp | 31.67%-12.7pp |
| Employer contribution / active EE | $1,291 | $1,042+23.9% | $2,279-43.3% | $2,019-36.0% |
| Participant deferral / active EE | $2,059 | $2,594-20.6% | $4,048-49.1% | $3,358-38.7% |
| Admin fee / account holder | $5,046 | $4,561+10.6% | $8,703-42.0% | $3,203+57.5% |