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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 | $37,072 | $81,331-54.4% | $155,534-76.2% | $80,935-54.2% |
| Participation rate | 59.3% | 66.3%-7.0pp | 78.2%-19.0pp | 67.7%-8.4pp |
| Annual return | 13.47% | 33.37%-19.9pp | 64.92%-51.4pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,281 | $3,105-58.7% | $4,675-72.6% | $2,757-53.5% |
| Participant deferral / active EE | $2,873 | $3,454-16.8% | $5,630-49.0% | $4,299-33.2% |
| Admin fee / account holder | $608 | $7,999-92.4% | $15,900-96.2% | $6,924-91.2% |