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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 | $32,653 | $112,729-71.0% | $98,716-66.9% | $137,256-76.2% |
| Participation rate | 54.2% | 74.2%-20.1pp | 69.3%-15.1pp | 80.0%-25.8pp |
| Annual return | 15.56% | 38.48%-22.9pp | 31.81%-16.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $631 | $2,725-76.8% | $2,279-72.3% | $4,156-84.8% |
| Participant deferral / active EE | $2,018 | $4,640-56.5% | $4,048-50.1% | $6,407-68.5% |
| Admin fee / account holder | $3,576 | $10,129-64.7% | $8,703-58.9% | $12,270-70.9% |