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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 | $35,647 | $77,814-54.2% | $158,223-77.5% | $86,983-59.0% |
| Participation rate | 59.7% | 68.4%-8.7pp | 79.2%-19.5pp | 69.5%-9.9pp |
| Annual return | 15.69% | 30.54%-14.8pp | 52.09%-36.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $1,479 | $2,592-42.9% | $4,109-64.0% | $2,584-42.8% |
| Participant deferral / active EE | $2,624 | $3,270-19.7% | $5,467-52.0% | $4,194-37.4% |
| Admin fee / account holder | $1,771 | $5,879-69.9% | $16,047-89.0% | $7,856-77.5% |