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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 | $33,374 | $65,027-48.7% | $90,970-63.3% | $79,852-58.2% |
| Participation rate | 52.9% | 61.6%-8.7pp | 69.0%-16.1pp | 69.6%-16.7pp |
| Annual return | 12.67% | 30.45%-17.8pp | 134.58%-121.9pp | 31.72%-19.1pp |
| Employer contribution / active EE | $1,391 | $1,247+11.5% | $2,122-34.4% | $2,471-43.7% |
| Participant deferral / active EE | $1,895 | $2,512-24.5% | $3,373-43.8% | $3,740-49.3% |
| Admin fee / account holder | $2,561 | $4,535-43.5% | $5,960-57.0% | $5,306-51.7% |