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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 | $35,466 | $63,456-44.1% | $100,712-64.8% | $64,097-44.7% |
| Participation rate | 29.7% | 49.7%-20.0pp | 69.3%-39.6pp | 55.2%-25.5pp |
| Annual return | 17.72% | 19.65%-1.9pp | 33.27%-15.5pp | 34.64%-16.9pp |
| Employer contribution / active EE | $955 | $1,003-4.7% | $2,313-58.7% | $1,891-49.5% |
| Participant deferral / active EE | $1,686 | $2,463-31.5% | $4,085-58.7% | $3,080-45.2% |
| Admin fee / account holder | $1,201 | $4,808-75.0% | $9,256-87.0% | $3,454-65.2% |