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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 | $37,459 | $77,920-51.9% | $149,723-75.0% | $75,177-50.2% |
| Participation rate | 53.5% | 65.6%-12.1pp | 78.8%-25.3pp | 67.2%-13.7pp |
| Annual return | 17.81% | 31.72%-13.9pp | 134.50%-116.7pp | 160.75%-142.9pp |
| Employer contribution / active EE | $1,014 | $3,138-67.7% | $4,821-79.0% | $2,671-62.0% |
| Participant deferral / active EE | $2,708 | $3,411-20.6% | $5,682-52.3% | $4,126-34.4% |
| Admin fee / account holder | $3,671 | $5,951-38.3% | $13,215-72.2% | $5,651-35.0% |