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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 | $30,734 | $59,440-48.3% | $78,004-60.6% | $82,637-62.8% |
| Participation rate | 56.7% | 62.8%-6.2pp | 69.4%-12.8pp | 68.1%-11.4pp |
| Annual return | 17.84% | 40.24%-22.4pp | 31.07%-13.2pp | 53.51%-35.7pp |
| Employer contribution / active EE | $1,218 | $1,750-30.4% | $2,469-50.7% | $2,552-52.3% |
| Participant deferral / active EE | $2,345 | $3,138-25.3% | $4,092-42.7% | $4,126-43.2% |
| Admin fee / account holder | $2,534 | $5,504-54.0% | $7,578-66.6% | $7,339-65.5% |