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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 | $38,414 | $49,249-22.0% | $70,476-45.5% | $79,852-51.9% |
| Participation rate | 41.5% | 69.2%-27.6pp | 75.1%-33.5pp | 69.6%-28.1pp |
| Annual return | 14.44% | 30.09%-15.6pp | 109.12%-94.7pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,900 | $2,100-9.6% | $2,738-30.6% | $2,471-23.1% |
| Participant deferral / active EE | $2,403 | $2,769-13.2% | $3,710-35.2% | $3,740-35.8% |
| Admin fee / account holder | $1,416 | $2,878-50.8% | $3,847-63.2% | $5,306-73.3% |