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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 | $33,169 | $76,834-56.8% | $108,359-69.4% | $87,485-62.1% |
| Participation rate | 50.0% | 61.7%-11.7pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 18.47% | 19.09%-0.6pp | 36.89%-18.4pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,499 | $1,556-3.7% | $2,399-37.5% | $2,596-42.3% |
| Participant deferral / active EE | $2,204 | $3,100-28.9% | $4,137-46.7% | $4,274-48.4% |
| Admin fee / account holder | $6,489 | $6,537-0.7% | $9,741-33.4% | $7,775-16.5% |