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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 | $36,528 | $57,590-36.6% | $86,233-57.6% | $82,448-55.7% |
| Participation rate | 44.7% | 57.9%-13.1pp | 69.0%-24.3pp | 68.1%-23.3pp |
| Annual return | 16.19% | 22.41%-6.2pp | 61.39%-45.2pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,236 | $1,655-25.4% | $2,504-50.7% | $2,551-51.6% |
| Participant deferral / active EE | $2,224 | $3,080-27.8% | $4,559-51.2% | $4,139-46.3% |
| Admin fee / account holder | $1,508 | $4,730-68.1% | $8,342-81.9% | $7,234-79.2% |