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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 | $32,512 | $81,358-60.0% | $155,556-79.1% | $80,959-59.8% |
| Participation rate | 51.1% | 66.3%-15.2pp | 78.2%-27.1pp | 67.7%-16.6pp |
| Annual return | 13.51% | 33.39%-19.9pp | 64.84%-51.3pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,347 | $3,106-56.6% | $4,675-71.2% | $2,757-51.1% |
| Participant deferral / active EE | $2,872 | $3,455-16.9% | $5,631-49.0% | $4,300-33.2% |
| Admin fee / account holder | $1,450 | $7,994-81.9% | $15,885-90.9% | $6,925-79.1% |