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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 | $36,544 | $77,896-53.1% | $134,172-72.8% | $82,448-55.7% |
| Participation rate | 56.3% | 62.8%-6.5pp | 72.5%-16.1pp | 68.1%-11.7pp |
| Annual return | 15.54% | 18.21%-2.7pp | 25.30%-9.8pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,277 | $2,159-40.8% | $3,420-62.7% | $2,551-49.9% |
| Participant deferral / active EE | $2,165 | $3,162-31.5% | $4,690-53.8% | $4,139-47.7% |
| Admin fee / account holder | $2,603 | $6,336-58.9% | $12,016-78.3% | $7,234-64.0% |