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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 | $37,352 | $57,119-34.6% | $85,187-56.2% | $80,935-53.9% |
| Participation rate | 54.5% | 56.4%-1.9pp | 67.5%-13.0pp | 67.7%-13.1pp |
| Annual return | 12.87% | 21.70%-8.8pp | 66.67%-53.8pp | 35.66%-22.8pp |
| Employer contribution / active EE | $986 | $1,802-45.3% | $2,732-63.9% | $2,757-64.2% |
| Participant deferral / active EE | $2,861 | $3,115-8.1% | $4,525-36.8% | $4,299-33.5% |
| Admin fee / account holder | $708 | $4,990-85.8% | $6,162-88.5% | $6,924-89.8% |