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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 | $95,404-56.2% | $113,397-63.1% | $82,637-49.4% |
| Participation rate | 36.0% | 72.8%-36.8pp | 76.5%-40.5pp | 68.1%-32.1pp |
| Annual return | 17.86% | 19.08%-1.2pp | 23.20%-5.3pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,089 | $2,307-52.8% | $2,977-63.4% | $2,552-57.3% |
| Participant deferral / active EE | $4,031 | $4,220-4.5% | $5,076-20.6% | $4,126-2.3% |
| Admin fee / account holder | $992 | $9,168-89.2% | $11,957-91.7% | $7,339-86.5% |