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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 | $34,939 | $76,407-54.3% | $150,298-76.8% | $82,448-57.6% |
| Participation rate | 52.0% | 66.4%-14.4pp | 77.8%-25.8pp | 68.1%-16.1pp |
| Annual return | 22.04% | 39.99%-17.9pp | 62.79%-40.7pp | 41.64%-19.6pp |
| Employer contribution / active EE | $1,293 | $2,614-50.5% | $4,154-68.9% | $2,551-49.3% |
| Participant deferral / active EE | $2,280 | $3,214-29.1% | $5,453-58.2% | $4,139-44.9% |
| Admin fee / account holder | $1,288 | $6,352-79.7% | $14,116-90.9% | $7,234-82.2% |