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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 | $37,730 | $106,864-64.7% | $147,318-74.4% | $82,637-54.3% |
| Participation rate | 54.0% | 75.5%-21.5pp | 82.1%-28.1pp | 68.1%-14.1pp |
| Annual return | 19.03% | 27.49%-8.5pp | 70.43%-51.4pp | 53.51%-34.5pp |
| Employer contribution / active EE | $1,745 | $3,417-48.9% | $4,593-62.0% | $2,552-31.6% |
| Participant deferral / active EE | $2,876 | $6,496-55.7% | $7,906-63.6% | $4,126-30.3% |
| Admin fee / account holder | $4,445 | $8,415-47.2% | $13,708-67.6% | $7,339-39.4% |