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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 | $37,115 | $63,456-41.5% | $100,712-63.1% | $64,097-42.1% |
| Participation rate | 30.1% | 49.7%-19.6pp | 69.3%-39.2pp | 55.2%-25.1pp |
| Annual return | 16.42% | 19.65%-3.2pp | 33.27%-16.9pp | 34.64%-18.2pp |
| Employer contribution / active EE | $817 | $1,003-18.5% | $2,313-64.7% | $1,891-56.8% |
| Participant deferral / active EE | $1,684 | $2,463-31.7% | $4,085-58.8% | $3,080-45.3% |
| Admin fee / account holder | $605 | $4,808-87.4% | $9,256-93.5% | $3,454-82.5% |