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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 | $39,878 | $58,848-32.2% | $88,179-54.8% | $82,637-51.7% |
| Participation rate | 43.6% | 57.9%-14.3pp | 69.1%-25.6pp | 68.1%-24.5pp |
| Annual return | 19.73% | 22.76%-3.0pp | 64.97%-45.2pp | 53.51%-33.8pp |
| Employer contribution / active EE | $1,073 | $1,678-36.1% | $2,549-57.9% | $2,552-57.9% |
| Participant deferral / active EE | $2,674 | $3,124-14.4% | $4,614-42.0% | $4,126-35.2% |
| Admin fee / account holder | $579 | $4,795-87.9% | $7,673-92.5% | $7,339-92.1% |