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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 | $41,797 | $97,550-57.2% | $120,344-65.3% | $87,485-52.2% |
| Participation rate | 36.0% | 72.8%-36.8pp | 76.7%-40.7pp | 68.9%-32.9pp |
| Annual return | 17.86% | 18.41%-0.6pp | 20.30%-2.4pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,089 | $2,291-52.5% | $3,020-63.9% | $2,596-58.1% |
| Participant deferral / active EE | $4,031 | $4,230-4.7% | $5,135-21.5% | $4,274-5.7% |
| Admin fee / account holder | $992 | $9,543-89.6% | $12,742-92.2% | $7,775-87.2% |