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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 | $31,927 | $57,590-44.6% | $86,233-63.0% | $82,448-61.3% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.0%-19.0pp | 68.1%-18.1pp |
| Annual return | 19.85% | 22.41%-2.6pp | 61.39%-41.5pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,433 | $1,655-13.4% | $2,504-42.8% | $2,551-43.8% |
| Participant deferral / active EE | $2,357 | $3,080-23.5% | $4,559-48.3% | $4,139-43.1% |
| Admin fee / account holder | $2,307 | $4,730-51.2% | $8,342-72.3% | $7,234-68.1% |