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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 | $79,894-54.3% | $135,792-73.1% | $82,637-55.8% |
| Participation rate | 56.3% | 63.0%-6.7pp | 72.6%-16.3pp | 68.1%-11.7pp |
| Annual return | 15.54% | 17.20%-1.7pp | 25.96%-10.4pp | 53.51%-38.0pp |
| Employer contribution / active EE | $1,277 | $2,165-41.0% | $3,496-63.5% | $2,552-50.0% |
| Participant deferral / active EE | $2,165 | $3,194-32.2% | $4,759-54.5% | $4,126-47.5% |
| Admin fee / account holder | $2,603 | $6,434-59.6% | $12,266-78.8% | $7,339-64.5% |