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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 | $36,247 | $63,949-43.3% | $129,031-71.9% | $94,015-61.4% |
| Participation rate | 59.6% | 63.4%-3.9pp | 73.4%-13.8pp | 70.8%-11.2pp |
| Annual return | 16.21% | 17.56%-1.4pp | 34.67%-18.5pp | 17.84%-1.6pp |
| Employer contribution / active EE | $967 | $1,865-48.1% | $3,226-70.0% | $2,790-65.3% |
| Participant deferral / active EE | $3,061 | $3,686-16.9% | $5,217-41.3% | $4,249-28.0% |
| Admin fee / account holder | $309 | $5,523-94.4% | $13,208-97.7% | $8,951-96.6% |