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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 | $36,411 | $59,440-38.7% | $78,004-53.3% | $82,637-55.9% |
| Participation rate | 51.5% | 62.8%-11.3pp | 69.4%-17.9pp | 68.1%-16.5pp |
| Annual return | 19.03% | 40.24%-21.2pp | 31.07%-12.0pp | 53.51%-34.5pp |
| Employer contribution / active EE | $1,493 | $1,750-14.7% | $2,469-39.5% | $2,552-41.5% |
| Participant deferral / active EE | $2,694 | $3,138-14.2% | $4,092-34.2% | $4,126-34.7% |
| Admin fee / account holder | $1,883 | $5,504-65.8% | $7,578-75.1% | $7,339-74.3% |