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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 | $55,812 | $86,949-35.8% | $102,460-45.5% | $80,959-31.1% |
| Participation rate | 32.6% | 72.4%-39.8pp | 76.5%-43.9pp | 67.7%-35.1pp |
| Annual return | 16.75% | 18.89%-2.1pp | 29.47%-12.7pp | 35.67%-18.9pp |
| Employer contribution / active EE | $937 | $2,370-60.5% | $3,025-69.0% | $2,757-66.0% |
| Participant deferral / active EE | $2,364 | $4,121-42.6% | $5,056-53.2% | $4,300-45.0% |
| Admin fee / account holder | $2,375 | $8,048-70.5% | $9,460-74.9% | $6,925-65.7% |