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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 | $36,119 | $54,757-34.0% | $90,300-60.0% | $72,983-50.5% |
| Participation rate | 44.1% | 65.1%-21.0pp | 73.3%-29.2pp | 69.5%-25.4pp |
| Annual return | 25.41% | 30.63%-5.2pp | 78.11%-52.7pp | 81.01%-55.6pp |
| Employer contribution / active EE | $555 | $2,092-73.5% | $2,854-80.6% | $2,440-77.3% |
| Participant deferral / active EE | $1,478 | $2,887-48.8% | $3,884-61.9% | $3,608-59.0% |
| Admin fee / account holder | $452 | $3,972-88.6% | $5,353-91.6% | $5,124-91.2% |