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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 | $38,102 | $106,524-64.2% | $152,301-75.0% | $87,485-56.4% |
| Participation rate | 55.3% | 75.8%-20.5pp | 82.4%-27.2pp | 68.9%-13.7pp |
| Annual return | 16.61% | 26.89%-10.3pp | 80.50%-63.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,139 | $3,371-66.2% | $4,624-75.4% | $2,596-56.1% |
| Participant deferral / active EE | $3,592 | $6,525-45.0% | $8,004-55.1% | $4,274-16.0% |
| Admin fee / account holder | $3,089 | $8,287-62.7% | $14,398-78.5% | $7,775-60.3% |