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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 | $78,027-51.6% | $178,528-78.8% | $80,925-53.3% |
| Participation rate | 54.1% | 65.7%-11.6pp | 77.1%-23.0pp | 67.7%-13.6pp |
| Annual return | 10.85% | 18.09%-7.2pp | 27.11%-16.3pp | 35.65%-24.8pp |
| Employer contribution / active EE | $1,157 | $2,281-49.3% | $3,950-70.7% | $2,756-58.0% |
| Participant deferral / active EE | $2,421 | $4,408-45.1% | $6,278-61.4% | $4,299-43.7% |
| Admin fee / account holder | $4,258 | $7,168-40.6% | $10,419-59.1% | $6,940-38.6% |