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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 | $39,956 | $64,920-38.5% | $103,693-61.5% | $86,983-54.1% |
| Participation rate | 50.0% | 63.6%-13.6pp | 72.6%-22.6pp | 69.5%-19.5pp |
| Annual return | 16.21% | 30.29%-14.1pp | 47.61%-31.4pp | 25.83%-9.6pp |
| Employer contribution / active EE | $1,262 | $2,141-41.1% | $2,920-56.8% | $2,584-51.2% |
| Participant deferral / active EE | $2,157 | $3,241-33.4% | $4,579-52.9% | $4,194-48.6% |
| Admin fee / account holder | $913 | $6,191-85.2% | $7,858-88.4% | $7,856-88.4% |