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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 | $38,763 | $70,418-45.0% | $96,570-59.9% | $85,847-54.8% |
| Participation rate | 56.6% | 61.8%-5.2pp | 69.8%-13.2pp | 69.3%-12.7pp |
| Annual return | 16.07% | 18.59%-2.5pp | 37.79%-21.7pp | 318.61%-302.5pp |
| Employer contribution / active EE | $1,453 | $1,413+2.8% | $2,357-38.4% | $2,565-43.4% |
| Participant deferral / active EE | $3,367 | $2,894+16.3% | $3,849-12.5% | $3,952-14.8% |
| Admin fee / account holder | $2,923 | $4,995-41.5% | $6,182-52.7% | $6,261-53.3% |