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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 | $37,258 | $78,690-52.7% | $161,489-76.9% | $87,485-57.4% |
| Participation rate | 57.1% | 67.5%-10.3pp | 78.7%-21.6pp | 68.9%-11.8pp |
| Annual return | 18.04% | 32.74%-14.7pp | 89.72%-71.7pp | 26.06%-8.0pp |
| Employer contribution / active EE | $1,288 | $2,588-50.2% | $4,268-69.8% | $2,596-50.4% |
| Participant deferral / active EE | $3,758 | $3,311+13.5% | $5,630-33.2% | $4,274-12.1% |
| Admin fee / account holder | $1,606 | $6,724-76.1% | $16,006-90.0% | $7,775-79.3% |