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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 | $36,749 | $75,058-51.0% | $152,301-75.9% | $64,340-42.9% |
| Participation rate | 46.5% | 60.9%-14.4pp | 82.4%-35.9pp | 55.2%-8.7pp |
| Annual return | 22.35% | 29.93%-7.6pp | 80.50%-58.2pp | 24.14%-1.8pp |
| Employer contribution / active EE | $1,584 | $2,605-39.2% | $4,624-65.7% | $1,862-14.9% |
| Participant deferral / active EE | $2,838 | $5,041-43.7% | $8,004-64.5% | $2,980-4.8% |
| Admin fee / account holder | $1,566 | $4,050-61.3% | $14,398-89.1% | $3,703-57.7% |