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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 | $36,429 | $105,623-65.5% | $87,502-58.4% | $273,972-86.7% |
| Participation rate | 57.9% | 78.2%-20.3pp | 73.8%-15.9pp | 83.0%-25.1pp |
| Annual return | 6.31% | 12.26%-6.0pp | 12.21%-5.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,359 | $3,141-24.9% | $2,550-7.5% | $4,869-51.6% |
| Participant deferral / active EE | $3,340 | $3,601-7.3% | $3,149+6.1% | $5,287-36.8% |
| Admin fee / account holder | $982 | $4,781-79.5% | $4,221-76.7% | $10,133-90.3% |