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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 | $36,401 | $56,894-36.0% | $84,753-57.1% | $62,881-42.1% |
| Participation rate | 55.8% | 68.5%-12.7pp | 76.6%-20.8pp | 69.3%-13.5pp |
| Annual return | 6.09% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $999 | $2,400-58.4% | $3,574-72.1% | $2,281-56.2% |
| Participant deferral / active EE | $2,235 | $2,709-17.5% | $3,712-39.8% | $3,203-30.2% |
| Admin fee / account holder | $3,281 | $3,581-8.4% | $5,333-38.5% | $4,296-23.6% |