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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 | $38,238 | $73,955-48.3% | $96,520-60.4% | $75,181-49.1% |
| Participation rate | 50.6% | 66.4%-15.8pp | 74.3%-23.8pp | 67.2%-16.6pp |
| Annual return | 20.95% | 26.72%-5.8pp | 35.72%-14.8pp | 160.69%-139.7pp |
| Employer contribution / active EE | $1,300 | $2,930-55.6% | $3,739-65.2% | $2,671-51.3% |
| Participant deferral / active EE | $2,947 | $3,659-19.5% | $4,879-39.6% | $4,126-28.6% |
| Admin fee / account holder | $821 | $5,217-84.3% | $6,733-87.8% | $5,650-85.5% |