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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 | $38,651 | $114,712-66.3% | $173,730-77.8% | $87,485-55.8% |
| Participation rate | 30.3% | 73.0%-42.7pp | 79.6%-49.3pp | 68.9%-38.7pp |
| Annual return | 16.32% | 20.18%-3.9pp | 19.96%-3.6pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,214 | $2,904-58.2% | $4,577-73.5% | $2,596-53.2% |
| Participant deferral / active EE | $2,347 | $4,642-49.4% | $6,326-62.9% | $4,274-45.1% |
| Admin fee / account holder | $4,879 | $10,210-52.2% | $17,523-72.2% | $7,775-37.2% |