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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 | $38,556 | $81,487-52.7% | $102,412-62.4% | $80,935-52.4% |
| Participation rate | 58.4% | 66.8%-8.4pp | 74.5%-16.1pp | 67.7%-9.2pp |
| Annual return | 13.72% | 25.60%-11.9pp | 24.94%-11.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,147 | $3,103-63.0% | $3,870-70.4% | $2,757-58.4% |
| Participant deferral / active EE | $2,859 | $3,871-26.1% | $5,060-43.5% | $4,299-33.5% |
| Admin fee / account holder | $4,010 | $6,717-40.3% | $8,388-52.2% | $6,924-42.1% |