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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 | $76,834-52.0% | $108,359-65.9% | $87,485-57.8% |
| Participation rate | 60.3% | 61.7%-1.4pp | 70.1%-9.8pp | 68.9%-8.6pp |
| Annual return | 13.57% | 19.09%-5.5pp | 36.89%-23.3pp | 26.06%-12.5pp |
| Employer contribution / active EE | $1,143 | $1,556-26.6% | $2,399-52.4% | $2,596-56.0% |
| Participant deferral / active EE | $2,696 | $3,100-13.0% | $4,137-34.8% | $4,274-36.9% |
| Admin fee / account holder | $3,495 | $6,537-46.5% | $9,741-64.1% | $7,775-55.0% |