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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 | $37,727 | $57,140-34.0% | $85,240-55.7% | $80,959-53.4% |
| Participation rate | 41.7% | 56.4%-14.7pp | 67.5%-25.9pp | 67.7%-26.0pp |
| Annual return | 15.36% | 21.71%-6.4pp | 66.75%-51.4pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,559 | $1,802-13.5% | $2,735-43.0% | $2,757-43.4% |
| Participant deferral / active EE | $3,053 | $3,115-2.0% | $4,527-32.6% | $4,300-29.0% |
| Admin fee / account holder | $1,570 | $4,992-68.5% | $6,165-74.5% | $6,925-77.3% |