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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 | $36,832 | $116,167-68.3% | $64,489-42.9% | $137,256-73.2% |
| Participation rate | 35.7% | 68.2%-32.5pp | 67.7%-32.0pp | 80.0%-44.2pp |
| Annual return | 18.40% | 36.55%-18.1pp | 55.03%-36.6pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,945 | $2,483-21.7% | $1,523+27.7% | $4,156-53.2% |
| Participant deferral / active EE | $2,616 | $4,215-37.9% | $2,778-5.8% | $6,407-59.2% |
| Admin fee / account holder | $10,030 | $6,188+62.1% | $4,260+135.4% | $12,270-18.3% |