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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 | $38,674 | $73,978-47.7% | $96,515-59.9% | $75,173-48.6% |
| Participation rate | 51.7% | 66.4%-14.7pp | 74.3%-22.6pp | 67.2%-15.5pp |
| Annual return | 19.16% | 26.72%-7.6pp | 35.73%-16.6pp | 160.72%-141.6pp |
| Employer contribution / active EE | $1,795 | $2,931-38.7% | $3,740-52.0% | $2,671-32.8% |
| Participant deferral / active EE | $6,176 | $3,660+68.7% | $4,880+26.6% | $4,126+49.7% |
| Admin fee / account holder | $1,384 | $5,219-73.5% | $6,735-79.5% | $5,651-75.5% |