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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 | $35,511 | $44,746-20.6% | $88,179-59.7% | $64,097-44.6% |
| Participation rate | 36.5% | 39.8%-3.3pp | 69.1%-32.6pp | 55.2%-18.7pp |
| Annual return | 26.59% | 24.70%+1.9pp | 64.97%-38.4pp | 34.64%-8.0pp |
| Employer contribution / active EE | $789 | $1,078-26.8% | $2,549-69.1% | $1,891-58.3% |
| Participant deferral / active EE | $1,426 | $2,072-31.2% | $4,614-69.1% | $3,080-53.7% |
| Admin fee / account holder | $685 | $3,437-80.1% | $7,673-91.1% | $3,454-80.2% |