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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 | $38,921 | $81,504-52.2% | $102,437-62.0% | $80,959-51.9% |
| Participation rate | 54.1% | 66.9%-12.8pp | 74.5%-20.4pp | 67.7%-13.6pp |
| Annual return | 14.74% | 25.60%-10.9pp | 24.95%-10.2pp | 35.67%-20.9pp |
| Employer contribution / active EE | $2,051 | $3,104-33.9% | $3,871-47.0% | $2,757-25.6% |
| Participant deferral / active EE | $2,779 | $3,871-28.2% | $5,060-45.1% | $4,300-35.4% |
| Admin fee / account holder | $1,755 | $6,719-73.9% | $8,388-79.1% | $6,925-74.7% |