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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 | $37,873 | $90,400-58.1% | $186,193-79.7% | $87,485-56.7% |
| Participation rate | 42.0% | 66.2%-24.2pp | 77.1%-35.1pp | 68.9%-26.9pp |
| Annual return | 15.40% | 22.15%-6.7pp | 78.03%-62.6pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,770 | $2,170-18.4% | $3,918-54.8% | $2,596-31.8% |
| Participant deferral / active EE | $3,345 | $4,330-22.8% | $6,513-48.6% | $4,274-21.7% |
| Admin fee / account holder | $7,958 | $8,673-8.2% | $11,058-28.0% | $7,775+2.4% |