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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 | $36,313 | $112,729-67.8% | $98,716-63.2% | $137,256-73.5% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.3%-24.8pp | 80.0%-35.5pp |
| Annual return | 11.81% | 38.48%-26.7pp | 31.81%-20.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,122 | $2,725-58.8% | $2,279-50.7% | $4,156-73.0% |
| Participant deferral / active EE | $4,774 | $4,640+2.9% | $4,048+17.9% | $6,407-25.5% |
| Admin fee / account holder | $1,002 | $10,129-90.1% | $8,703-88.5% | $12,270-91.8% |