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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 | $29,075 | $65,367-55.5% | $92,915-68.7% | $72,976-60.2% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 25.27% | 42.11%-16.8pp | 109.45%-84.2pp | 81.02%-55.7pp |
| Employer contribution / active EE | $1,786 | $2,594-31.1% | $3,653-51.1% | $2,440-26.8% |
| Participant deferral / active EE | $2,491 | $3,128-20.4% | $4,238-41.2% | $3,608-31.0% |
| Admin fee / account holder | $1,260 | $4,251-70.4% | $5,796-78.3% | $5,124-75.4% |