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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 | $37,149 | $95,453-61.1% | $112,040-66.8% | $82,448-54.9% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 12.97% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,674 | $2,318-27.8% | $2,954-43.3% | $2,551-34.4% |
| Participant deferral / active EE | $3,305 | $4,224-21.8% | $5,098-35.2% | $4,139-20.2% |
| Admin fee / account holder | $593 | $9,013-93.4% | $12,098-95.1% | $7,234-91.8% |