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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 | $38,870 | $87,878-55.8% | $97,411-60.1% | $82,637-53.0% |
| Participation rate | 53.3% | 75.6%-22.3pp | 80.4%-27.0pp | 68.1%-14.7pp |
| Annual return | 19.22% | 54.63%-35.4pp | 34.72%-15.5pp | 53.51%-34.3pp |
| Employer contribution / active EE | $1,654 | $3,800-56.5% | $4,210-60.7% | $2,552-35.2% |
| Participant deferral / active EE | $2,756 | $5,525-50.1% | $5,886-53.2% | $4,126-33.2% |
| Admin fee / account holder | $2,011 | $6,743-70.2% | $7,145-71.9% | $7,339-72.6% |