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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 | $47,194 | $58,848-19.8% | $88,179-46.5% | $82,637-42.9% |
| Participation rate | 30.5% | 57.9%-27.4pp | 69.1%-38.7pp | 68.1%-37.6pp |
| Annual return | 14.14% | 22.76%-8.6pp | 64.97%-50.8pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,072 | $1,678-36.1% | $2,549-57.9% | $2,552-58.0% |
| Participant deferral / active EE | $2,653 | $3,124-15.1% | $4,614-42.5% | $4,126-35.7% |
| Admin fee / account holder | $1,396 | $4,795-70.9% | $7,673-81.8% | $7,339-81.0% |