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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 | $37,136 | $64,359-42.3% | $90,161-58.8% | $70,126-47.0% |
| Participation rate | 62.0% | 70.4%-8.4pp | 76.9%-14.9pp | 69.5%-7.5pp |
| Annual return | 17.23% | 28.13%-10.9pp | 34.89%-17.7pp | 73.15%-55.9pp |
| Employer contribution / active EE | $1,566 | $2,046-23.5% | $3,318-52.8% | $2,343-33.2% |
| Participant deferral / active EE | $3,035 | $4,389-30.9% | $5,287-42.6% | $3,332-8.9% |
| Admin fee / account holder | $2,049 | $3,945-48.1% | $5,943-65.5% | $4,645-55.9% |