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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 | $33,076 | $94,439-65.0% | $73,658-55.1% | $154,746-78.6% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 14.97% | 28.25%-13.3pp | 29.72%-14.8pp | 172.34%-157.4pp |
| Employer contribution / active EE | $759 | $1,257-39.7% | $1,032-26.5% | $4,379-82.7% |
| Participant deferral / active EE | $2,259 | $2,527-10.6% | $2,062+9.6% | $6,730-66.4% |
| Admin fee / account holder | $1,698 | $3,843-55.8% | $3,357-49.4% | $14,365-88.2% |