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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 | $37,675 | $95,404-60.5% | $113,397-66.8% | $82,637-54.4% |
| Participation rate | 54.4% | 72.8%-18.4pp | 76.5%-22.1pp | 68.1%-13.6pp |
| Annual return | 23.02% | 19.08%+3.9pp | 23.20%-0.2pp | 53.51%-30.5pp |
| Employer contribution / active EE | $1,577 | $2,307-31.6% | $2,977-47.0% | $2,552-38.2% |
| Participant deferral / active EE | $3,622 | $4,220-14.2% | $5,076-28.6% | $4,126-12.2% |
| Admin fee / account holder | $2,109 | $9,168-77.0% | $11,957-82.4% | $7,339-71.3% |