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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 | $36,917 | $73,787-50.0% | $98,716-62.6% | $82,448-55.2% |
| Participation rate | 60.3% | 61.4%-1.1pp | 69.3%-9.0pp | 68.1%-7.8pp |
| Annual return | 13.57% | 18.57%-5.0pp | 31.81%-18.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,143 | $1,511-24.4% | $2,279-49.8% | $2,551-55.2% |
| Participant deferral / active EE | $2,696 | $3,081-12.5% | $4,048-33.4% | $4,139-34.9% |
| Admin fee / account holder | $3,495 | $6,500-46.2% | $8,703-59.8% | $7,234-51.7% |