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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 | $38,005 | $59,115-35.7% | $77,175-50.8% | $75,173-49.4% |
| Participation rate | 57.1% | 63.8%-6.7pp | 69.6%-12.4pp | 67.2%-10.1pp |
| Annual return | 19.05% | 26.71%-7.7pp | 37.88%-18.8pp | 160.65%-141.6pp |
| Employer contribution / active EE | $1,337 | $1,995-33.0% | $2,533-47.2% | $2,670-49.9% |
| Participant deferral / active EE | $2,853 | $2,998-4.8% | $3,832-25.5% | $4,126-30.8% |
| Admin fee / account holder | $2,320 | $4,776-51.4% | $5,474-57.6% | $5,651-58.9% |