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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 | $37,929 | $106,864-64.5% | $147,318-74.3% | $82,637-54.1% |
| Participation rate | 54.3% | 75.5%-21.2pp | 82.1%-27.8pp | 68.1%-13.8pp |
| Annual return | 20.91% | 27.49%-6.6pp | 70.43%-49.5pp | 53.51%-32.6pp |
| Employer contribution / active EE | $1,326 | $3,417-61.2% | $4,593-71.1% | $2,552-48.0% |
| Participant deferral / active EE | $3,361 | $6,496-48.3% | $7,906-57.5% | $4,126-18.5% |
| Admin fee / account holder | $1,443 | $8,415-82.9% | $13,708-89.5% | $7,339-80.3% |