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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 | $36,363 | $73,107-50.3% | $114,563-68.3% | $87,485-58.4% |
| Participation rate | 57.7% | 65.8%-8.1pp | 72.9%-15.2pp | 68.9%-11.2pp |
| Annual return | 18.94% | 19.47%-0.5pp | 241.09%-222.2pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,088 | $1,881-42.2% | $2,592-58.0% | $2,596-58.1% |
| Participant deferral / active EE | $2,524 | $3,144-19.7% | $4,142-39.1% | $4,274-40.9% |
| Admin fee / account holder | $696 | $5,770-87.9% | $7,623-90.9% | $7,775-91.0% |