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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 | $34,108 | $81,331-58.1% | $155,534-78.1% | $80,935-57.9% |
| Participation rate | 38.5% | 66.3%-27.8pp | 78.2%-39.8pp | 67.7%-29.2pp |
| Annual return | 16.87% | 33.37%-16.5pp | 64.92%-48.1pp | 35.66%-18.8pp |
| Employer contribution / active EE | $2,293 | $3,105-26.1% | $4,675-50.9% | $2,757-16.8% |
| Participant deferral / active EE | $2,798 | $3,454-19.0% | $5,630-50.3% | $4,299-34.9% |
| Admin fee / account holder | $1,784 | $7,999-77.7% | $15,900-88.8% | $6,924-74.2% |