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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 | $28,497 | $84,953-66.5% | $163,379-82.6% | $82,637-65.5% |
| Participation rate | 48.9% | 65.9%-17.1pp | 76.8%-27.9pp | 68.1%-19.2pp |
| Annual return | 19.91% | 23.07%-3.2pp | 63.41%-43.5pp | 53.51%-33.6pp |
| Employer contribution / active EE | $2,272 | $2,183+4.1% | $3,752-39.5% | $2,552-11.0% |
| Participant deferral / active EE | $3,453 | $4,326-20.2% | $6,282-45.0% | $4,126-16.3% |
| Admin fee / account holder | $809 | $7,921-89.8% | $9,818-91.8% | $7,339-89.0% |