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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 | $35,209 | $81,276-56.7% | $155,574-77.4% | $80,925-56.5% |
| Participation rate | 56.0% | 66.2%-10.3pp | 78.2%-22.3pp | 67.7%-11.7pp |
| Annual return | 16.18% | 33.36%-17.2pp | 64.87%-48.7pp | 35.65%-19.5pp |
| Employer contribution / active EE | $1,169 | $3,103-62.3% | $4,676-75.0% | $2,756-57.6% |
| Participant deferral / active EE | $2,582 | $3,453-25.2% | $5,629-54.1% | $4,299-39.9% |
| Admin fee / account holder | $3,154 | $7,993-60.5% | $15,914-80.2% | $6,940-54.6% |