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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 | $36,820 | $58,512-37.1% | $84,020-56.2% | $72,983-49.6% |
| Participation rate | 55.3% | 61.2%-5.9pp | 69.0%-13.7pp | 69.5%-14.2pp |
| Annual return | 17.23% | 28.93%-11.7pp | 71.31%-54.1pp | 81.01%-63.8pp |
| Employer contribution / active EE | $516 | $1,163-55.6% | $1,984-74.0% | $2,440-78.8% |
| Participant deferral / active EE | $1,511 | $2,394-36.9% | $3,239-53.3% | $3,608-58.1% |
| Admin fee / account holder | $3,123 | $4,569-31.7% | $6,101-48.8% | $5,124-39.1% |