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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 | $39,179 | $94,031-58.3% | $115,768-66.2% | $82,448-52.5% |
| Participation rate | 55.6% | 70.4%-14.9pp | 74.4%-18.8pp | 68.1%-12.5pp |
| Annual return | 18.15% | 20.61%-2.5pp | 100.46%-82.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,822 | $2,323-21.6% | $2,940-38.0% | $2,551-28.6% |
| Participant deferral / active EE | $2,800 | $3,972-29.5% | $4,917-43.0% | $4,139-32.4% |
| Admin fee / account holder | $2,016 | $10,249-80.3% | $12,439-83.8% | $7,234-72.1% |