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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 | $38,847 | $81,476-52.3% | $102,383-62.1% | $80,925-52.0% |
| Participation rate | 57.4% | 66.8%-9.4pp | 74.5%-17.1pp | 67.7%-10.3pp |
| Annual return | 13.39% | 25.59%-12.2pp | 24.94%-11.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $1,615 | $3,105-48.0% | $3,870-58.3% | $2,756-41.4% |
| Participant deferral / active EE | $2,640 | $3,871-31.8% | $5,060-47.8% | $4,299-38.6% |
| Admin fee / account holder | $2,463 | $6,717-63.3% | $8,391-70.6% | $6,940-64.5% |