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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 | $34,680 | $37,446-7.4% | $77,552-55.3% | $79,856-56.6% |
| Participation rate | 39.7% | 41.5%-1.8pp | 54.2%-14.5pp | 69.6%-29.9pp |
| Annual return | 20.03% | 39.76%-19.7pp | 54.82%-34.8pp | 31.71%-11.7pp |
| Employer contribution / active EE | $876 | $637+37.5% | $987-11.2% | $2,471-64.5% |
| Participant deferral / active EE | $2,296 | $1,261+82.1% | $1,861+23.4% | $3,741-38.6% |
| Admin fee / account holder | $1,155 | $2,506-53.9% | $2,859-59.6% | $5,306-78.2% |