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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 | $36,351 | $95,453-61.9% | $112,040-67.6% | $82,448-55.9% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.5%-14.0pp | 68.1%-5.6pp |
| Annual return | 18.26% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $978 | $2,318-57.8% | $2,954-66.9% | $2,551-61.7% |
| Participant deferral / active EE | $2,463 | $4,224-41.7% | $5,098-51.7% | $4,139-40.5% |
| Admin fee / account holder | $1,528 | $9,013-83.0% | $12,098-87.4% | $7,234-78.9% |