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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 | $38,218 | $65,364-41.5% | $92,909-58.9% | $72,975-47.6% |
| Participation rate | 37.0% | 68.3%-31.3pp | 76.0%-39.0pp | 69.5%-32.5pp |
| Annual return | 25.54% | 42.11%-16.6pp | 109.44%-83.9pp | 81.01%-55.5pp |
| Employer contribution / active EE | $1,573 | $2,594-39.4% | $3,653-56.9% | $2,440-35.5% |
| Participant deferral / active EE | $2,571 | $3,128-17.8% | $4,238-39.3% | $3,608-28.7% |
| Admin fee / account holder | $1,937 | $4,251-54.4% | $5,795-66.6% | $5,124-62.2% |