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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 | $38,370 | $57,590-33.4% | $86,233-55.5% | $82,448-53.5% |
| Participation rate | 51.7% | 57.9%-6.1pp | 69.0%-17.3pp | 68.1%-16.3pp |
| Annual return | 17.54% | 22.41%-4.9pp | 61.39%-43.8pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,110 | $1,655-33.0% | $2,504-55.7% | $2,551-56.5% |
| Participant deferral / active EE | $2,917 | $3,080-5.3% | $4,559-36.0% | $4,139-29.5% |
| Admin fee / account holder | $1,145 | $4,730-75.8% | $8,342-86.3% | $7,234-84.2% |