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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 | $37,698 | $66,275-43.1% | $163,379-76.9% | $64,097-41.2% |
| Participation rate | 43.0% | 54.1%-11.1pp | 76.8%-33.9pp | 55.2%-12.2pp |
| Annual return | 18.27% | 32.72%-14.4pp | 63.41%-45.1pp | 34.64%-16.4pp |
| Employer contribution / active EE | $1,175 | $1,521-22.8% | $3,752-68.7% | $1,891-37.9% |
| Participant deferral / active EE | $1,858 | $3,126-40.6% | $6,282-70.4% | $3,080-39.7% |
| Admin fee / account holder | $6,375 | $4,569+39.5% | $9,818-35.1% | $3,454+84.5% |