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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 | $38,411 | $58,627-34.5% | $76,735-49.9% | $82,448-53.4% |
| Participation rate | 47.4% | 63.2%-15.8pp | 69.5%-22.1pp | 68.1%-20.6pp |
| Annual return | 14.78% | 39.10%-24.3pp | 29.77%-15.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,041 | $1,729-39.8% | $2,454-57.6% | $2,551-59.2% |
| Participant deferral / active EE | $3,067 | $3,134-2.1% | $4,088-25.0% | $4,139-25.9% |
| Admin fee / account holder | $2,497 | $5,323-53.1% | $7,189-65.3% | $7,234-65.5% |