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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 | $34,250 | $64,920-47.2% | $103,693-67.0% | $86,983-60.6% |
| Participation rate | 52.8% | 63.6%-10.8pp | 72.6%-19.8pp | 69.5%-16.7pp |
| Annual return | 19.15% | 30.29%-11.1pp | 47.61%-28.5pp | 25.83%-6.7pp |
| Employer contribution / active EE | $1,139 | $2,141-46.8% | $2,920-61.0% | $2,584-55.9% |
| Participant deferral / active EE | $2,839 | $3,241-12.4% | $4,579-38.0% | $4,194-32.3% |
| Admin fee / account holder | $2,410 | $6,191-61.1% | $7,858-69.3% | $7,856-69.3% |