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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 | $33,240 | $41,016-19.0% | $152,093-78.1% | $64,097-48.1% |
| Participation rate | 33.6% | 51.3%-17.8pp | 77.8%-44.2pp | 55.2%-21.6pp |
| Annual return | 14.02% | 39.60%-25.6pp | 66.36%-52.3pp | 34.64%-20.6pp |
| Employer contribution / active EE | $759 | $1,342-43.5% | $4,175-81.8% | $1,891-59.9% |
| Participant deferral / active EE | $1,802 | $1,927-6.5% | $5,451-66.9% | $3,080-41.5% |
| Admin fee / account holder | $3,388 | $2,305+47.0% | $14,497-76.6% | $3,454-1.9% |