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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 | $38,925 | $95,404-59.2% | $113,397-65.7% | $82,637-52.9% |
| Participation rate | 36.1% | 72.8%-36.8pp | 76.5%-40.4pp | 68.1%-32.0pp |
| Annual return | 14.67% | 19.08%-4.4pp | 23.20%-8.5pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,248 | $2,307-45.9% | $2,977-58.1% | $2,552-51.1% |
| Participant deferral / active EE | $2,756 | $4,220-34.7% | $5,076-45.7% | $4,126-33.2% |
| Admin fee / account holder | $3,779 | $9,168-58.8% | $11,957-68.4% | $7,339-48.5% |