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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 | $37,512 | $76,407-50.9% | $150,298-75.0% | $82,448-54.5% |
| Participation rate | 36.4% | 66.4%-30.0pp | 77.8%-41.4pp | 68.1%-31.7pp |
| Annual return | 18.36% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,557 | $2,614-40.4% | $4,154-62.5% | $2,551-39.0% |
| Participant deferral / active EE | $2,840 | $3,214-11.6% | $5,453-47.9% | $4,139-31.4% |
| Admin fee / account holder | $4,356 | $6,352-31.4% | $14,116-69.1% | $7,234-39.8% |