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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 | $33,150 | $76,669-56.8% | $96,520-65.7% | $71,495-53.6% |
| Participation rate | 47.9% | 66.6%-18.7pp | 74.3%-26.4pp | 67.9%-20.0pp |
| Annual return | 17.92% | 48.29%-30.4pp | 35.72%-17.8pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,399 | $3,031-53.8% | $3,739-62.6% | $2,589-46.0% |
| Participant deferral / active EE | $2,648 | $3,771-29.8% | $4,879-45.7% | $4,291-38.3% |
| Admin fee / account holder | $1,915 | $2,028-5.6% | $6,733-71.6% | $1,588+20.6% |