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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 | $36,825 | $61,605-40.2% | $112,273-67.2% | $75,181-51.0% |
| Participation rate | 54.8% | 61.7%-6.8pp | 72.4%-17.6pp | 67.2%-12.4pp |
| Annual return | 21.84% | 28.47%-6.6pp | 30.23%-8.4pp | 160.69%-138.8pp |
| Employer contribution / active EE | $1,804 | $2,015-10.5% | $3,431-47.4% | $2,671-32.4% |
| Participant deferral / active EE | $2,317 | $3,108-25.4% | $4,800-51.7% | $4,126-43.8% |
| Admin fee / account holder | $3,357 | $4,862-31.0% | $7,752-56.7% | $5,650-40.6% |