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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 | $37,257 | $63,456-41.3% | $100,712-63.0% | $64,097-41.9% |
| Participation rate | 47.5% | 49.7%-2.1pp | 69.3%-21.7pp | 55.2%-7.6pp |
| Annual return | 15.05% | 19.65%-4.6pp | 33.27%-18.2pp | 34.64%-19.6pp |
| Employer contribution / active EE | $235 | $1,003-76.5% | $2,313-89.8% | $1,891-87.6% |
| Participant deferral / active EE | $1,505 | $2,463-38.9% | $4,085-63.2% | $3,080-51.1% |
| Admin fee / account holder | $1,248 | $4,808-74.0% | $9,256-86.5% | $3,454-63.9% |