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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 | $37,127 | $81,504-54.4% | $102,437-63.8% | $80,959-54.1% |
| Participation rate | 51.2% | 66.9%-15.7pp | 74.5%-23.3pp | 67.7%-16.5pp |
| Annual return | 15.19% | 25.60%-10.4pp | 24.95%-9.8pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,438 | $3,104-53.7% | $3,871-62.8% | $2,757-47.8% |
| Participant deferral / active EE | $3,099 | $3,871-19.9% | $5,060-38.8% | $4,300-27.9% |
| Admin fee / account holder | $4,627 | $6,719-31.1% | $8,388-44.8% | $6,925-33.2% |