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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 | $37,794 | $52,279-27.7% | $89,435-57.7% | $79,856-52.7% |
| Participation rate | 40.5% | 57.5%-17.0pp | 68.0%-27.4pp | 69.6%-29.1pp |
| Annual return | 20.72% | 22.16%-1.4pp | 245.55%-224.8pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,056 | $1,572-32.8% | $2,587-59.2% | $2,471-57.3% |
| Participant deferral / active EE | $1,599 | $2,740-41.6% | $3,890-58.9% | $3,741-57.2% |
| Admin fee / account holder | $1,186 | $3,356-64.7% | $4,884-75.7% | $5,306-77.6% |