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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 | $37,949 | $76,696-50.5% | $96,515-60.7% | $71,511-46.9% |
| Participation rate | 36.4% | 66.6%-30.2pp | 74.3%-38.0pp | 67.9%-31.6pp |
| Annual return | 15.89% | 48.32%-32.4pp | 35.73%-19.8pp | 28.86%-13.0pp |
| Employer contribution / active EE | $1,030 | $3,032-66.0% | $3,740-72.4% | $2,589-60.2% |
| Participant deferral / active EE | $1,813 | $3,770-51.9% | $4,880-62.8% | $4,291-57.7% |
| Admin fee / account holder | $4,315 | $2,030+112.6% | $6,735-35.9% | $1,588+171.6% |