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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 | $30,287 | $54,763-44.7% | $90,324-66.5% | $72,976-58.5% |
| Participation rate | 51.9% | 65.2%-13.3pp | 73.3%-21.4pp | 69.5%-17.6pp |
| Annual return | 23.92% | 30.63%-6.7pp | 78.15%-54.2pp | 81.02%-57.1pp |
| Employer contribution / active EE | $1,079 | $2,093-48.5% | $2,856-62.2% | $2,440-55.8% |
| Participant deferral / active EE | $1,370 | $2,887-52.6% | $3,885-64.7% | $3,608-62.0% |
| Admin fee / account holder | $1,132 | $3,973-71.5% | $5,356-78.9% | $5,124-77.9% |