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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 | $36,791 | $84,953-56.7% | $163,379-77.5% | $82,637-55.5% |
| Participation rate | 50.0% | 65.9%-15.9pp | 76.8%-26.8pp | 68.1%-18.1pp |
| Annual return | 18.34% | 23.07%-4.7pp | 63.41%-45.1pp | 53.51%-35.2pp |
| Employer contribution / active EE | $1,324 | $2,183-39.4% | $3,752-64.7% | $2,552-48.1% |
| Participant deferral / active EE | $1,919 | $4,326-55.6% | $6,282-69.4% | $4,126-53.5% |
| Admin fee / account holder | $1,047 | $7,921-86.8% | $9,818-89.3% | $7,339-85.7% |