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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 | $42,759 | $85,515-50.0% | $112,040-61.8% | $67,986-37.1% |
| Participation rate | 53.4% | 68.2%-14.8pp | 76.5%-23.1pp | 57.2%-3.8pp |
| Annual return | 15.77% | 29.68%-13.9pp | 24.52%-8.7pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,228 | $2,191-44.0% | $2,954-58.4% | $2,019-39.2% |
| Participant deferral / active EE | $1,908 | $4,014-52.5% | $5,098-62.6% | $3,358-43.2% |
| Admin fee / account holder | $1,240 | $3,774-67.1% | $12,098-89.8% | $3,203-61.3% |