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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 | $39,432 | $106,749-63.1% | $145,433-72.9% | $82,448-52.2% |
| Participation rate | 58.1% | 75.6%-17.6pp | 82.1%-24.1pp | 68.1%-10.0pp |
| Annual return | 14.54% | 27.59%-13.1pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,548 | $3,444-55.1% | $4,554-66.0% | $2,551-39.3% |
| Participant deferral / active EE | $2,772 | $6,519-57.5% | $7,897-64.9% | $4,139-33.0% |
| Admin fee / account holder | $9,435 | $8,390+12.5% | $13,129-28.1% | $7,234+30.4% |