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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 | $35,928 | $80,983-55.6% | $96,544-62.8% | $75,177-52.2% |
| Participation rate | 62.5% | 71.8%-9.3pp | 76.0%-13.5pp | 67.2%-4.7pp |
| Annual return | 13.91% | 27.05%-13.1pp | 25.88%-12.0pp | 160.75%-146.8pp |
| Employer contribution / active EE | $1,541 | $2,282-32.5% | $2,966-48.1% | $2,671-42.3% |
| Participant deferral / active EE | $3,669 | $3,929-6.6% | $4,851-24.4% | $4,126-11.1% |
| Admin fee / account holder | $1,276 | $6,717-81.0% | $8,254-84.5% | $5,651-77.4% |