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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 | $58,099-34.6% | $76,902-50.6% | $75,177-49.4% |
| Participation rate | 57.1% | 63.9%-6.7pp | 69.6%-12.5pp | 67.2%-10.1pp |
| Annual return | 19.05% | 26.71%-7.7pp | 37.91%-18.9pp | 160.75%-141.7pp |
| Employer contribution / active EE | $1,337 | $1,996-33.0% | $2,534-47.3% | $2,671-50.0% |
| Participant deferral / active EE | $2,853 | $2,999-4.9% | $3,833-25.6% | $4,126-30.9% |
| Admin fee / account holder | $2,320 | $4,778-51.4% | $5,479-57.7% | $5,651-58.9% |