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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 | $36,883 | $79,955-53.9% | $98,461-62.5% | $75,173-50.9% |
| Participation rate | 51.4% | 70.4%-18.9pp | 75.2%-23.7pp | 67.2%-15.8pp |
| Annual return | 16.42% | 19.75%-3.3pp | 21.17%-4.8pp | 160.72%-144.3pp |
| Employer contribution / active EE | $1,750 | $2,264-22.7% | $3,049-42.6% | $2,671-34.5% |
| Participant deferral / active EE | $2,963 | $3,752-21.1% | $4,738-37.5% | $4,126-28.2% |
| Admin fee / account holder | $2,349 | $6,841-65.7% | $8,961-73.8% | $5,651-58.4% |