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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 | $37,689 | $72,273-47.9% | $101,275-62.8% | $79,856-52.8% |
| Participation rate | 48.8% | 68.5%-19.7pp | 75.8%-27.0pp | 69.6%-20.9pp |
| Annual return | 16.18% | 22.30%-6.1pp | 46.48%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,074 | $2,691-60.1% | $3,660-70.7% | $2,471-56.5% |
| Participant deferral / active EE | $2,304 | $3,282-29.8% | $4,371-47.3% | $3,741-38.4% |
| Admin fee / account holder | $1,673 | $4,401-62.0% | $5,948-71.9% | $5,306-68.5% |