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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 | $37,263 | $75,541-50.7% | $152,093-75.5% | $82,637-54.9% |
| Participation rate | 52.5% | 66.5%-14.0pp | 77.8%-25.3pp | 68.1%-15.6pp |
| Annual return | 18.69% | 32.56%-13.9pp | 66.36%-47.7pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,008 | $2,622-61.5% | $4,175-75.8% | $2,552-60.5% |
| Participant deferral / active EE | $2,244 | $3,206-30.0% | $5,451-58.8% | $4,126-45.6% |
| Admin fee / account holder | $644 | $6,405-89.9% | $14,497-95.6% | $7,339-91.2% |