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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 | $36,628 | $57,590-36.4% | $86,233-57.5% | $82,448-55.6% |
| Participation rate | 37.1% | 57.9%-20.8pp | 69.0%-31.9pp | 68.1%-31.0pp |
| Annual return | 13.77% | 22.41%-8.6pp | 61.39%-47.6pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,184 | $1,655-28.5% | $2,504-52.7% | $2,551-53.6% |
| Participant deferral / active EE | $2,528 | $3,080-17.9% | $4,559-44.5% | $4,139-38.9% |
| Admin fee / account holder | $2,372 | $4,730-49.9% | $8,342-71.6% | $7,234-67.2% |