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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 | $36,733 | $73,978-50.3% | $96,515-61.9% | $75,173-51.1% |
| Participation rate | 54.8% | 66.4%-11.6pp | 74.3%-19.5pp | 67.2%-12.4pp |
| Annual return | 16.69% | 26.72%-10.0pp | 35.73%-19.0pp | 160.72%-144.0pp |
| Employer contribution / active EE | $1,464 | $2,931-50.1% | $3,740-60.9% | $2,671-45.2% |
| Participant deferral / active EE | $3,069 | $3,660-16.2% | $4,880-37.1% | $4,126-25.6% |
| Admin fee / account holder | $1,772 | $5,219-66.0% | $6,735-73.7% | $5,651-68.6% |