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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 | $81,262-58.0% | $155,602-78.1% | $80,911-57.8% |
| Participation rate | 38.5% | 66.2%-27.8pp | 78.2%-39.7pp | 67.6%-29.2pp |
| Annual return | 16.87% | 33.34%-16.5pp | 64.81%-47.9pp | 35.63%-18.8pp |
| Employer contribution / active EE | $2,293 | $3,102-26.1% | $4,675-51.0% | $2,756-16.8% |
| Participant deferral / active EE | $2,798 | $3,451-18.9% | $5,629-50.3% | $4,297-34.9% |
| Admin fee / account holder | $1,784 | $7,992-77.7% | $15,923-88.8% | $6,935-74.3% |