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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 | $37,672 | $93,589-59.7% | $135,942-72.3% | $75,181-49.9% |
| Participation rate | 53.1% | 75.2%-22.1pp | 81.9%-28.8pp | 67.2%-14.1pp |
| Annual return | 21.92% | 30.90%-9.0pp | 68.28%-46.4pp | 160.69%-138.8pp |
| Employer contribution / active EE | $1,736 | $3,537-50.9% | $4,858-64.3% | $2,671-35.0% |
| Participant deferral / active EE | $4,861 | $6,405-24.1% | $7,759-37.4% | $4,126+17.8% |
| Admin fee / account holder | $935 | $6,977-86.6% | $10,764-91.3% | $5,650-83.5% |