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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 | $37,894 | $72,272-47.6% | $101,264-62.6% | $79,858-52.5% |
| Participation rate | 57.5% | 68.5%-11.0pp | 75.8%-18.3pp | 69.6%-12.1pp |
| Annual return | 14.06% | 22.30%-8.2pp | 46.48%-32.4pp | 31.72%-17.7pp |
| Employer contribution / active EE | $1,821 | $2,692-32.4% | $3,660-50.3% | $2,471-26.3% |
| Participant deferral / active EE | $2,213 | $3,282-32.6% | $4,370-49.4% | $3,740-40.8% |
| Admin fee / account holder | $9,966 | $4,401+126.5% | $5,947+67.6% | $5,306+87.8% |