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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 | $30,971 | $101,763-69.6% | $164,866-81.2% | $80,874-61.7% |
| Participation rate | 38.1% | 71.8%-33.7pp | 78.6%-40.5pp | 67.6%-29.6pp |
| Annual return | 29.89% | 16.73%+13.2pp | 69.97%-40.1pp | 35.62%-5.7pp |
| Employer contribution / active EE | $1,958 | $2,954-33.7% | $4,343-54.9% | $2,756-28.9% |
| Participant deferral / active EE | $2,929 | $4,477-34.6% | $6,033-51.5% | $4,297-31.8% |
| Admin fee / account holder | $370 | $8,228-95.5% | $12,689-97.1% | $6,935-94.7% |