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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 | $33,549 | $77,472-56.7% | $100,392-66.6% | $80,935-58.5% |
| Participation rate | 61.1% | 76.9%-15.8pp | 81.5%-20.4pp | 67.7%-6.6pp |
| Annual return | 19.11% | 37.26%-18.2pp | 49.45%-30.3pp | 35.66%-16.6pp |
| Employer contribution / active EE | $2,320 | $2,800-17.2% | $3,941-41.1% | $2,757-15.8% |
| Participant deferral / active EE | $4,023 | $6,818-41.0% | $8,090-50.3% | $4,299-6.4% |
| Admin fee / account holder | $1,818 | $5,885-69.1% | $7,904-77.0% | $6,924-73.8% |