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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 | $32,191 | $65,367-50.8% | $92,915-65.4% | $72,976-55.9% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 20.59% | 42.11%-21.5pp | 109.45%-88.9pp | 81.02%-60.4pp |
| Employer contribution / active EE | $1,028 | $2,594-60.4% | $3,653-71.9% | $2,440-57.9% |
| Participant deferral / active EE | $2,075 | $3,128-33.7% | $4,238-51.0% | $3,608-42.5% |
| Admin fee / account holder | $6,657 | $4,251+56.6% | $5,796+14.9% | $5,124+29.9% |