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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 | $36,579 | $57,140-36.0% | $85,240-57.1% | $80,959-54.8% |
| Participation rate | 42.9% | 56.4%-13.6pp | 67.5%-24.7pp | 67.7%-24.8pp |
| Annual return | 12.75% | 21.71%-9.0pp | 66.75%-54.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,083 | $1,802-39.9% | $2,735-60.4% | $2,757-60.7% |
| Participant deferral / active EE | $3,629 | $3,115+16.5% | $4,527-19.8% | $4,300-15.6% |
| Admin fee / account holder | $2,773 | $4,992-44.4% | $6,165-55.0% | $6,925-60.0% |