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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 | $36,549 | $54,757-33.3% | $90,300-59.5% | $72,983-49.9% |
| Participation rate | 50.0% | 65.1%-15.1pp | 73.3%-23.3pp | 69.5%-19.5pp |
| Annual return | 24.93% | 30.63%-5.7pp | 78.11%-53.2pp | 81.01%-56.1pp |
| Employer contribution / active EE | $1,061 | $2,092-49.3% | $2,854-62.8% | $2,440-56.5% |
| Participant deferral / active EE | $1,959 | $2,887-32.1% | $3,884-49.6% | $3,608-45.7% |
| Admin fee / account holder | $1,855 | $3,972-53.3% | $5,353-65.3% | $5,124-63.8% |