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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 | $38,493 | $75,541-49.0% | $152,093-74.7% | $82,637-53.4% |
| Participation rate | 53.8% | 66.5%-12.7pp | 77.8%-23.9pp | 68.1%-14.2pp |
| Annual return | 20.14% | 32.56%-12.4pp | 66.36%-46.2pp | 53.51%-33.4pp |
| Employer contribution / active EE | $1,364 | $2,622-48.0% | $4,175-67.3% | $2,552-46.6% |
| Participant deferral / active EE | $2,908 | $3,206-9.3% | $5,451-46.7% | $4,126-29.5% |
| Admin fee / account holder | $6,396 | $6,405-0.1% | $14,497-55.9% | $7,339-12.9% |