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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 | $104,650-68.4% | $83,854-60.6% | $155,188-78.7% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.1%-9.1pp | 80.8%-30.8pp |
| Annual return | 14.97% | 28.97%-14.0pp | 31.39%-16.4pp | 148.84%-133.9pp |
| Employer contribution / active EE | $759 | $1,196-36.6% | $1,017-25.4% | $4,248-82.1% |
| Participant deferral / active EE | $2,259 | $2,367-4.6% | $2,035+11.0% | $6,531-65.4% |
| Admin fee / account holder | $1,698 | $3,518-51.7% | $3,197-46.9% | $14,480-88.3% |