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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 | $32,071 | $58,627-45.3% | $76,735-58.2% | $82,448-61.1% |
| Participation rate | 55.9% | 63.2%-7.3pp | 69.5%-13.6pp | 68.1%-12.2pp |
| Annual return | 18.53% | 39.10%-20.6pp | 29.77%-11.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,366 | $1,729-21.0% | $2,454-44.3% | $2,551-46.4% |
| Participant deferral / active EE | $2,475 | $3,134-21.0% | $4,088-39.5% | $4,139-40.2% |
| Admin fee / account holder | $2,425 | $5,323-54.4% | $7,189-66.3% | $7,234-66.5% |