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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 | $40,986 | $78,027-47.5% | $178,528-77.0% | $80,925-49.4% |
| Participation rate | 34.4% | 65.7%-31.3pp | 77.1%-42.7pp | 67.7%-33.3pp |
| Annual return | 12.82% | 18.09%-5.3pp | 27.11%-14.3pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,428 | $2,281-37.4% | $3,950-63.9% | $2,756-48.2% |
| Participant deferral / active EE | $2,689 | $4,408-39.0% | $6,278-57.2% | $4,299-37.4% |
| Admin fee / account holder | $3,587 | $7,168-50.0% | $10,419-65.6% | $6,940-48.3% |