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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 | $32,452 | $73,978-56.1% | $96,515-66.4% | $75,173-56.8% |
| Participation rate | 34.5% | 66.4%-31.9pp | 74.3%-39.9pp | 67.2%-32.7pp |
| Annual return | 18.35% | 26.72%-8.4pp | 35.73%-17.4pp | 160.72%-142.4pp |
| Employer contribution / active EE | $1,362 | $2,931-53.5% | $3,740-63.6% | $2,671-49.0% |
| Participant deferral / active EE | $2,227 | $3,660-39.1% | $4,880-54.4% | $4,126-46.0% |
| Admin fee / account holder | $614 | $5,219-88.2% | $6,735-90.9% | $5,651-89.1% |