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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 | $36,841 | $76,834-52.1% | $108,359-66.0% | $87,485-57.9% |
| Participation rate | 35.6% | 61.7%-26.1pp | 70.1%-34.5pp | 68.9%-33.3pp |
| Annual return | 17.15% | 19.09%-1.9pp | 36.89%-19.7pp | 26.06%-8.9pp |
| Employer contribution / active EE | $669 | $1,556-57.0% | $2,399-72.1% | $2,596-74.2% |
| Participant deferral / active EE | $2,127 | $3,100-31.4% | $4,137-48.6% | $4,274-50.2% |
| Admin fee / account holder | $4,269 | $6,537-34.7% | $9,741-56.2% | $7,775-45.1% |