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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 | $37,773 | $72,269-47.7% | $101,271-62.7% | $79,852-52.7% |
| Participation rate | 46.7% | 68.5%-21.8pp | 75.8%-29.1pp | 69.6%-23.0pp |
| Annual return | 17.17% | 22.29%-5.1pp | 46.48%-29.3pp | 31.72%-14.6pp |
| Employer contribution / active EE | $1,060 | $2,692-60.6% | $3,660-71.0% | $2,471-57.1% |
| Participant deferral / active EE | $1,763 | $3,282-46.3% | $4,371-59.7% | $3,740-52.9% |
| Admin fee / account holder | $1,964 | $4,401-55.4% | $5,948-67.0% | $5,306-63.0% |