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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 | $35,321 | $95,404-63.0% | $113,397-68.9% | $82,637-57.3% |
| Participation rate | 58.1% | 72.8%-14.8pp | 76.5%-18.4pp | 68.1%-10.0pp |
| Annual return | 18.60% | 19.08%-0.5pp | 23.20%-4.6pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,178 | $2,307-48.9% | $2,977-60.4% | $2,552-53.8% |
| Participant deferral / active EE | $2,106 | $4,220-50.1% | $5,076-58.5% | $4,126-49.0% |
| Admin fee / account holder | $3,673 | $9,168-59.9% | $11,957-69.3% | $7,339-50.0% |