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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 | $36,386 | $76,551-52.5% | $123,894-70.6% | $62,881-42.1% |
| Participation rate | 58.5% | 73.0%-14.4pp | 81.4%-22.9pp | 69.3%-10.8pp |
| Annual return | 15.73% | 18.68%-2.9pp | 47.52%-31.8pp | 20.14%-4.4pp |
| Employer contribution / active EE | $1,831 | $2,882-36.5% | $4,617-60.3% | $2,281-19.7% |
| Participant deferral / active EE | $3,777 | $4,840-22.0% | $5,984-36.9% | $3,203+17.9% |
| Admin fee / account holder | $1,395 | $4,826-71.1% | $8,357-83.3% | $4,296-67.5% |