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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 | $37,636 | $51,222-26.5% | $70,544-46.6% | $75,173-49.9% |
| Participation rate | 35.7% | 61.0%-25.3pp | 68.4%-32.6pp | 67.2%-31.5pp |
| Annual return | 16.90% | 30.06%-13.2pp | 32.79%-15.9pp | 160.72%-143.8pp |
| Employer contribution / active EE | $1,397 | $1,827-23.5% | $2,976-53.0% | $2,671-47.7% |
| Participant deferral / active EE | $2,620 | $2,850-8.1% | $4,568-42.6% | $4,126-36.5% |
| Admin fee / account holder | $1,348 | $4,096-67.1% | $6,427-79.0% | $5,651-76.2% |