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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 | $76,407-51.0% | $150,298-75.1% | $82,448-54.6% |
| Participation rate | 62.2% | 66.4%-4.2pp | 77.8%-15.5pp | 68.1%-5.8pp |
| Annual return | 14.50% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,474 | $2,614-43.6% | $4,154-64.5% | $2,551-42.2% |
| Participant deferral / active EE | $2,306 | $3,214-28.3% | $5,453-57.7% | $4,139-44.3% |
| Admin fee / account holder | $2,504 | $6,352-60.6% | $14,116-82.3% | $7,234-65.4% |