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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 | $37,534 | $45,626-17.7% | $94,105-60.1% | $64,097-41.4% |
| Participation rate | 47.0% | 48.0%-1.0pp | 71.9%-24.9pp | 55.2%-8.2pp |
| Annual return | 14.54% | 28.23%-13.7pp | 204.55%-190.0pp | 34.64%-20.1pp |
| Employer contribution / active EE | $994 | $1,171-15.1% | $2,504-60.3% | $1,891-47.5% |
| Participant deferral / active EE | $1,499 | $2,128-29.6% | $3,881-61.4% | $3,080-51.3% |
| Admin fee / account holder | $5,220 | $2,872+81.7% | $6,199-15.8% | $3,454+51.1% |