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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 | $59,440-46.0% | $78,004-58.9% | $82,637-61.2% |
| Participation rate | 55.9% | 62.8%-6.9pp | 69.4%-13.6pp | 68.1%-12.2pp |
| Annual return | 18.53% | 40.24%-21.7pp | 31.07%-12.5pp | 53.51%-35.0pp |
| Employer contribution / active EE | $1,366 | $1,750-22.0% | $2,469-44.7% | $2,552-46.5% |
| Participant deferral / active EE | $2,475 | $3,138-21.1% | $4,092-39.5% | $4,126-40.0% |
| Admin fee / account holder | $2,425 | $5,504-55.9% | $7,578-68.0% | $7,339-67.0% |