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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 | $38,496 | $77,962-50.6% | $178,540-78.4% | $80,935-52.4% |
| Participation rate | 56.0% | 65.7%-9.7pp | 77.1%-21.1pp | 67.7%-11.7pp |
| Annual return | 15.99% | 18.10%-2.1pp | 27.15%-11.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $2,592 | $2,280+13.7% | $3,953-34.4% | $2,757-6.0% |
| Participant deferral / active EE | $2,830 | $4,404-35.7% | $6,281-54.9% | $4,299-34.2% |
| Admin fee / account holder | $1,399 | $7,156-80.5% | $10,424-86.6% | $6,924-79.8% |