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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 | $32,477 | $62,592-48.1% | $85,709-62.1% | $85,847-62.2% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.9%-19.9pp | 69.3%-19.3pp |
| Annual return | 12.99% | 23.77%-10.8pp | 21.49%-8.5pp | 318.61%-305.6pp |
| Employer contribution / active EE | $1,026 | $1,755-41.6% | $2,619-60.8% | $2,565-60.0% |
| Participant deferral / active EE | $1,950 | $2,802-30.4% | $3,924-50.3% | $3,952-50.7% |
| Admin fee / account holder | $2,322 | $4,643-50.0% | $6,876-66.2% | $6,261-62.9% |