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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 | $38,543 | $95,404-59.6% | $113,397-66.0% | $82,637-53.4% |
| Participation rate | 55.8% | 72.8%-17.0pp | 76.5%-20.7pp | 68.1%-12.2pp |
| Annual return | 14.84% | 19.08%-4.2pp | 23.20%-8.4pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,461 | $2,307-36.7% | $2,977-50.9% | $2,552-42.8% |
| Participant deferral / active EE | $3,351 | $4,220-20.6% | $5,076-34.0% | $4,126-18.8% |
| Admin fee / account holder | $1,829 | $9,168-80.1% | $11,957-84.7% | $7,339-75.1% |