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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 | $37,379 | $81,331-54.0% | $155,534-76.0% | $80,935-53.8% |
| Participation rate | 65.4% | 66.3%-0.9pp | 78.2%-12.8pp | 67.7%-2.3pp |
| Annual return | 12.57% | 33.37%-20.8pp | 64.92%-52.3pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,155 | $3,105-62.8% | $4,675-75.3% | $2,757-58.1% |
| Participant deferral / active EE | $3,406 | $3,454-1.4% | $5,630-39.5% | $4,299-20.8% |
| Admin fee / account holder | $2,157 | $7,999-73.0% | $15,900-86.4% | $6,924-68.9% |