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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 | $57,212 | $102,609-44.2% | $98,090-41.7% | $138,895-58.8% |
| Participation rate | 36.4% | 82.8%-46.4pp | 81.5%-45.2pp | 79.9%-43.6pp |
| Annual return | 16.04% | 36.44%-20.4pp | 37.05%-21.0pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,317 | $3,867-65.9% | $3,606-63.5% | $4,194-68.6% |
| Participant deferral / active EE | $2,447 | $8,167-70.0% | $7,845-68.8% | $6,396-61.7% |
| Admin fee / account holder | $329 | $11,434-97.1% | $11,815-97.2% | $12,562-97.4% |