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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 | $36,218 | $95,404-62.0% | $113,397-68.1% | $82,637-56.2% |
| Participation rate | 52.6% | 72.8%-20.2pp | 76.5%-23.9pp | 68.1%-15.4pp |
| Annual return | 20.84% | 19.08%+1.8pp | 23.20%-2.4pp | 53.51%-32.7pp |
| Employer contribution / active EE | $1,212 | $2,307-47.5% | $2,977-59.3% | $2,552-52.5% |
| Participant deferral / active EE | $1,991 | $4,220-52.8% | $5,076-60.8% | $4,126-51.7% |
| Admin fee / account holder | $2,879 | $9,168-68.6% | $11,957-75.9% | $7,339-60.8% |