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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 | $35,597 | $95,453-62.7% | $112,040-68.2% | $82,448-56.8% |
| Participation rate | 55.9% | 72.8%-16.9pp | 76.5%-20.6pp | 68.1%-12.2pp |
| Annual return | 16.96% | 23.92%-7.0pp | 24.52%-7.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,188 | $2,318-48.7% | $2,954-59.8% | $2,551-53.4% |
| Participant deferral / active EE | $2,271 | $4,224-46.2% | $5,098-55.4% | $4,139-45.1% |
| Admin fee / account holder | $1,190 | $9,013-86.8% | $12,098-90.2% | $7,234-83.5% |