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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 | $35,998 | $57,065-36.9% | $75,670-52.4% | $70,131-48.7% |
| Participation rate | 50.8% | 68.1%-17.2pp | 72.3%-21.5pp | 69.5%-18.7pp |
| Annual return | 15.66% | 23.57%-7.9pp | 27.34%-11.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $895 | $1,817-50.7% | $2,352-61.9% | $2,342-61.8% |
| Participant deferral / active EE | $1,449 | $2,580-43.8% | $3,142-53.9% | $3,332-56.5% |
| Admin fee / account holder | $512 | $3,825-86.6% | $5,800-91.2% | $4,645-89.0% |