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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 | $38,358 | $81,233-52.8% | $155,567-75.3% | $80,874-52.6% |
| Participation rate | 52.9% | 66.2%-13.4pp | 78.2%-25.3pp | 67.6%-14.8pp |
| Annual return | 11.98% | 33.33%-21.3pp | 64.74%-52.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $1,647 | $3,101-46.9% | $4,674-64.8% | $2,756-40.2% |
| Participant deferral / active EE | $2,104 | $3,452-39.1% | $5,628-62.6% | $4,297-51.0% |
| Admin fee / account holder | $1,988 | $7,998-75.1% | $15,916-87.5% | $6,935-71.3% |