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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 | $36,411 | $72,471-49.8% | $94,215-61.4% | $86,983-58.1% |
| Participation rate | 51.5% | 63.9%-12.3pp | 70.0%-18.4pp | 69.5%-18.0pp |
| Annual return | 19.03% | 26.44%-7.4pp | 28.22%-9.2pp | 25.83%-6.8pp |
| Employer contribution / active EE | $1,493 | $1,936-22.9% | $2,675-44.2% | $2,584-42.2% |
| Participant deferral / active EE | $2,694 | $3,397-20.7% | $4,276-37.0% | $4,194-35.8% |
| Admin fee / account holder | $1,883 | $6,468-70.9% | $10,216-81.6% | $7,856-76.0% |