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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 | $37,461 | $75,541-50.4% | $152,093-75.4% | $82,637-54.7% |
| Participation rate | 62.2% | 66.5%-4.3pp | 77.8%-15.5pp | 68.1%-5.8pp |
| Annual return | 14.50% | 32.56%-18.1pp | 66.36%-51.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,474 | $2,622-43.8% | $4,175-64.7% | $2,552-42.3% |
| Participant deferral / active EE | $2,306 | $3,206-28.1% | $5,451-57.7% | $4,126-44.1% |
| Admin fee / account holder | $2,504 | $6,405-60.9% | $14,497-82.7% | $7,339-65.9% |