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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 | $29,892 | $59,440-49.7% | $78,004-61.7% | $82,637-63.8% |
| Participation rate | 51.6% | 62.8%-11.3pp | 69.4%-17.9pp | 68.1%-16.5pp |
| Annual return | 17.85% | 40.24%-22.4pp | 31.07%-13.2pp | 53.51%-35.7pp |
| Employer contribution / active EE | $1,330 | $1,750-24.0% | $2,469-46.1% | $2,552-47.9% |
| Participant deferral / active EE | $2,663 | $3,138-15.2% | $4,092-34.9% | $4,126-35.5% |
| Admin fee / account holder | $3,802 | $5,504-30.9% | $7,578-49.8% | $7,339-48.2% |