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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 | $34,351 | $108,825-68.4% | $156,181-78.0% | $82,448-58.3% |
| Participation rate | 32.9% | 72.4%-39.5pp | 78.8%-46.0pp | 68.1%-35.2pp |
| Annual return | 15.80% | 20.59%-4.8pp | 64.87%-49.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,075 | $2,870-62.6% | $4,294-75.0% | $2,551-57.9% |
| Participant deferral / active EE | $2,252 | $4,577-50.8% | $6,132-63.3% | $4,139-45.6% |
| Admin fee / account holder | $778 | $9,341-91.7% | $14,586-94.7% | $7,234-89.2% |