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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 | $29,855 | $73,978-59.6% | $96,515-69.1% | $75,173-60.3% |
| Participation rate | 52.7% | 66.4%-13.7pp | 74.3%-21.6pp | 67.2%-14.5pp |
| Annual return | 18.72% | 26.72%-8.0pp | 35.73%-17.0pp | 160.72%-142.0pp |
| Employer contribution / active EE | $1,314 | $2,931-55.2% | $3,740-64.9% | $2,671-50.8% |
| Participant deferral / active EE | $2,098 | $3,660-42.7% | $4,880-57.0% | $4,126-49.2% |
| Admin fee / account holder | $2,224 | $5,219-57.4% | $6,735-67.0% | $5,651-60.6% |