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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 | $37,665 | $71,208-47.1% | $93,681-59.8% | $80,911-53.4% |
| Participation rate | 45.9% | 60.4%-14.5pp | 68.7%-22.8pp | 67.6%-21.7pp |
| Annual return | 18.74% | 11.27%+7.5pp | 133.47%-114.7pp | 35.63%-16.9pp |
| Employer contribution / active EE | $1,266 | $1,564-19.1% | $2,422-47.7% | $2,756-54.1% |
| Participant deferral / active EE | $2,249 | $4,035-44.3% | $4,415-49.1% | $4,297-47.7% |
| Admin fee / account holder | $2,847 | $6,951-59.0% | $8,290-65.7% | $6,935-59.0% |