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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 | $37,388 | $106,524-64.9% | $152,301-75.5% | $87,485-57.3% |
| Participation rate | 51.0% | 75.8%-24.7pp | 82.4%-31.4pp | 68.9%-17.9pp |
| Annual return | 20.59% | 26.89%-6.3pp | 80.50%-59.9pp | 26.06%-5.5pp |
| Employer contribution / active EE | $1,593 | $3,371-52.7% | $4,624-65.5% | $2,596-38.6% |
| Participant deferral / active EE | $2,523 | $6,525-61.3% | $8,004-68.5% | $4,274-41.0% |
| Admin fee / account holder | $1,688 | $8,287-79.6% | $14,398-88.3% | $7,775-78.3% |