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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 | $37,127 | $54,297-31.6% | $97,032-61.7% | $65,306-43.2% |
| Participation rate | 28.0% | 42.3%-14.3pp | 71.6%-43.5pp | 57.7%-29.6pp |
| Annual return | 21.49% | 21.17%+0.3pp | 35.38%-13.9pp | 21.94%-0.5pp |
| Employer contribution / active EE | $728 | $1,365-46.7% | $2,629-72.3% | $1,967-63.0% |
| Participant deferral / active EE | $1,508 | $2,259-33.3% | $4,672-67.7% | $2,959-49.1% |
| Admin fee / account holder | $2,803 | $3,744-25.1% | $9,418-70.2% | $3,480-19.5% |