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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 | $35,553 | $95,453-62.8% | $112,040-68.3% | $82,448-56.9% |
| Participation rate | 47.6% | 72.8%-25.1pp | 76.5%-28.9pp | 68.1%-20.4pp |
| Annual return | 20.72% | 23.92%-3.2pp | 24.52%-3.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,684 | $2,318-27.4% | $2,954-43.0% | $2,551-34.0% |
| Participant deferral / active EE | $4,069 | $4,224-3.7% | $5,098-20.2% | $4,139-1.7% |
| Admin fee / account holder | $1,322 | $9,013-85.3% | $12,098-89.1% | $7,234-81.7% |