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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 | $38,824 | $58,848-34.0% | $88,179-56.0% | $82,637-53.0% |
| Participation rate | 53.8% | 57.9%-4.1pp | 69.1%-15.3pp | 68.1%-14.2pp |
| Annual return | 18.38% | 22.76%-4.4pp | 64.97%-46.6pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,509 | $1,678-10.1% | $2,549-40.8% | $2,552-40.9% |
| Participant deferral / active EE | $3,326 | $3,124+6.5% | $4,614-27.9% | $4,126-19.4% |
| Admin fee / account holder | $2,470 | $4,795-48.5% | $7,673-67.8% | $7,339-66.3% |