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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 | $34,411 | $95,453-63.9% | $112,040-69.3% | $82,448-58.3% |
| Participation rate | 50.7% | 72.8%-22.1pp | 76.5%-25.8pp | 68.1%-17.4pp |
| Annual return | 12.29% | 23.92%-11.6pp | 24.52%-12.2pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,061 | $2,318-54.2% | $2,954-64.1% | $2,551-58.4% |
| Participant deferral / active EE | $2,055 | $4,224-51.4% | $5,098-59.7% | $4,139-50.4% |
| Admin fee / account holder | $3,072 | $9,013-65.9% | $12,098-74.6% | $7,234-57.5% |