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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 | $39,393 | $95,453-58.7% | $112,040-64.8% | $82,448-52.2% |
| Participation rate | 58.6% | 72.8%-14.1pp | 76.5%-17.9pp | 68.1%-9.4pp |
| Annual return | 19.61% | 23.92%-4.3pp | 24.52%-4.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,570 | $2,318-32.2% | $2,954-46.8% | $2,551-38.4% |
| Participant deferral / active EE | $3,042 | $4,224-28.0% | $5,098-40.3% | $4,139-26.5% |
| Admin fee / account holder | $3,402 | $9,013-62.3% | $12,098-71.9% | $7,234-53.0% |