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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 | $32,629 | $81,331-59.9% | $155,534-79.0% | $80,935-59.7% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 20.36% | 33.37%-13.0pp | 64.92%-44.6pp | 35.66%-15.3pp |
| Employer contribution / active EE | $1,946 | $3,105-37.3% | $4,675-58.4% | $2,757-29.4% |
| Participant deferral / active EE | $4,461 | $3,454+29.1% | $5,630-20.8% | $4,299+3.8% |
| Admin fee / account holder | $7,300 | $7,999-8.7% | $15,900-54.1% | $6,924+5.4% |