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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 | $35,642 | $72,471-50.8% | $94,215-62.2% | $86,983-59.0% |
| Participation rate | 46.7% | 63.9%-17.2pp | 70.0%-23.3pp | 69.5%-22.9pp |
| Annual return | 19.38% | 26.44%-7.1pp | 28.22%-8.8pp | 25.83%-6.4pp |
| Employer contribution / active EE | $1,153 | $1,936-40.4% | $2,675-56.9% | $2,584-55.4% |
| Participant deferral / active EE | $2,222 | $3,397-34.6% | $4,276-48.0% | $4,194-47.0% |
| Admin fee / account holder | $626 | $6,468-90.3% | $10,216-93.9% | $7,856-92.0% |