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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 | $95,404-63.9% | $113,397-69.7% | $82,637-58.4% |
| Participation rate | 50.7% | 72.8%-22.1pp | 76.5%-25.8pp | 68.1%-17.4pp |
| Annual return | 12.29% | 19.08%-6.8pp | 23.20%-10.9pp | 53.51%-41.2pp |
| Employer contribution / active EE | $1,061 | $2,307-54.0% | $2,977-64.4% | $2,552-58.4% |
| Participant deferral / active EE | $2,055 | $4,220-51.3% | $5,076-59.5% | $4,126-50.2% |
| Admin fee / account holder | $3,072 | $9,168-66.5% | $11,957-74.3% | $7,339-58.1% |