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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 | $35,920 | $95,404-62.3% | $113,397-68.3% | $82,637-56.5% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.5%-18.9pp | 68.1%-10.5pp |
| Annual return | 15.80% | 19.08%-3.3pp | 23.20%-7.4pp | 53.51%-37.7pp |
| Employer contribution / active EE | $1,866 | $2,307-19.1% | $2,977-37.3% | $2,552-26.9% |
| Participant deferral / active EE | $3,112 | $4,220-26.2% | $5,076-38.7% | $4,126-24.6% |
| Admin fee / account holder | $836 | $9,168-90.9% | $11,957-93.0% | $7,339-88.6% |