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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 | $58,848-37.8% | $88,179-58.5% | $82,637-55.7% |
| Participation rate | 37.1% | 57.9%-20.8pp | 69.1%-32.0pp | 68.1%-30.9pp |
| Annual return | 13.77% | 22.76%-9.0pp | 64.97%-51.2pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,184 | $1,678-29.4% | $2,549-53.5% | $2,552-53.6% |
| Participant deferral / active EE | $2,528 | $3,124-19.1% | $4,614-45.2% | $4,126-38.7% |
| Admin fee / account holder | $2,372 | $4,795-50.5% | $7,673-69.1% | $7,339-67.7% |