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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 | $36,362 | $58,512-37.9% | $84,020-56.7% | $72,983-50.2% |
| Participation rate | 53.5% | 61.2%-7.7pp | 69.0%-15.5pp | 69.5%-16.0pp |
| Annual return | 26.12% | 28.93%-2.8pp | 71.31%-45.2pp | 81.01%-54.9pp |
| Employer contribution / active EE | $593 | $1,163-49.0% | $1,984-70.1% | $2,440-75.7% |
| Participant deferral / active EE | $2,025 | $2,394-15.4% | $3,239-37.5% | $3,608-43.9% |
| Admin fee / account holder | $470 | $4,569-89.7% | $6,101-92.3% | $5,124-90.8% |