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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 | $35,039 | $86,949-59.7% | $102,460-65.8% | $80,959-56.7% |
| Participation rate | 51.4% | 72.4%-21.0pp | 76.5%-25.2pp | 67.7%-16.3pp |
| Annual return | 17.49% | 18.89%-1.4pp | 29.47%-12.0pp | 35.67%-18.2pp |
| Employer contribution / active EE | $1,627 | $2,370-31.3% | $3,025-46.2% | $2,757-41.0% |
| Participant deferral / active EE | $4,736 | $4,121+14.9% | $5,056-6.3% | $4,300+10.1% |
| Admin fee / account holder | $6,067 | $8,048-24.6% | $9,460-35.9% | $6,925-12.4% |