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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 | $35,209 | $81,233-56.7% | $155,567-77.4% | $80,874-56.5% |
| Participation rate | 56.0% | 66.2%-10.3pp | 78.2%-22.2pp | 67.6%-11.7pp |
| Annual return | 16.18% | 33.33%-17.1pp | 64.74%-48.6pp | 35.62%-19.4pp |
| Employer contribution / active EE | $1,169 | $3,101-62.3% | $4,674-75.0% | $2,756-57.6% |
| Participant deferral / active EE | $2,582 | $3,452-25.2% | $5,628-54.1% | $4,297-39.9% |
| Admin fee / account holder | $3,154 | $7,998-60.6% | $15,916-80.2% | $6,935-54.5% |