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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 | $36,045 | $76,551-52.9% | $123,894-70.9% | $62,881-42.7% |
| Participation rate | 57.8% | 73.0%-15.2pp | 81.4%-23.6pp | 69.3%-11.5pp |
| Annual return | 7.39% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,405 | $2,882-51.3% | $4,617-69.6% | $2,281-38.4% |
| Participant deferral / active EE | $7,155 | $4,840+47.8% | $5,984+19.6% | $3,203+123.4% |
| Admin fee / account holder | $4,841 | $4,826+0.3% | $8,357-42.1% | $4,296+12.7% |