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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 | $37,213 | $45,041-17.4% | $63,003-40.9% | $70,131-46.9% |
| Participation rate | 58.2% | 69.5%-11.4pp | 74.8%-16.6pp | 69.5%-11.4pp |
| Annual return | 14.84% | 18.76%-3.9pp | 87.59%-72.7pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,404 | $2,052-31.6% | $2,760-49.1% | $2,342-40.1% |
| Participant deferral / active EE | $1,452 | $2,465-41.1% | $3,329-56.4% | $3,332-56.4% |
| Admin fee / account holder | $1,829 | $2,836-35.5% | $3,600-49.2% | $4,645-60.6% |