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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 | $36,922 | $136,860-73.0% | $120,344-69.3% | $154,746-76.1% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 19.05% | 21.38%-2.3pp | 20.30%-1.2pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,209 | $3,533-65.8% | $3,020-60.0% | $4,379-72.4% |
| Participant deferral / active EE | $2,633 | $5,793-54.5% | $5,135-48.7% | $6,730-60.9% |
| Admin fee / account holder | $1,569 | $15,393-89.8% | $12,742-87.7% | $14,365-89.1% |