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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 | $37,763 | $77,962-51.6% | $178,540-78.8% | $80,935-53.3% |
| Participation rate | 54.1% | 65.7%-11.6pp | 77.1%-23.0pp | 67.7%-13.6pp |
| Annual return | 10.85% | 18.10%-7.3pp | 27.15%-16.3pp | 35.66%-24.8pp |
| Employer contribution / active EE | $1,157 | $2,280-49.3% | $3,953-70.7% | $2,757-58.0% |
| Participant deferral / active EE | $2,421 | $4,404-45.0% | $6,281-61.5% | $4,299-43.7% |
| Admin fee / account holder | $4,258 | $7,156-40.5% | $10,424-59.2% | $6,924-38.5% |