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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 | $36,399 | $76,551-52.5% | $123,894-70.6% | $62,881-42.1% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 15.58% | 18.68%-3.1pp | 47.52%-31.9pp | 20.14%-4.6pp |
| Employer contribution / active EE | $1,057 | $2,882-63.3% | $4,617-77.1% | $2,281-53.7% |
| Participant deferral / active EE | $5,721 | $4,840+18.2% | $5,984-4.4% | $3,203+78.6% |
| Admin fee / account holder | $1,241 | $4,826-74.3% | $8,357-85.1% | $4,296-71.1% |