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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 | $35,872 | $81,358-55.9% | $155,556-76.9% | $80,959-55.7% |
| Participation rate | 57.1% | 66.3%-9.1pp | 78.2%-21.1pp | 67.7%-10.5pp |
| Annual return | 17.45% | 33.39%-15.9pp | 64.84%-47.4pp | 35.67%-18.2pp |
| Employer contribution / active EE | $1,758 | $3,106-43.4% | $4,675-62.4% | $2,757-36.2% |
| Participant deferral / active EE | $4,461 | $3,455+29.1% | $5,631-20.8% | $4,300+3.7% |
| Admin fee / account holder | $3,381 | $7,994-57.7% | $15,885-78.7% | $6,925-51.2% |