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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 | $38,795 | $70,430-44.9% | $96,572-59.8% | $85,851-54.8% |
| Participation rate | 55.3% | 61.8%-6.5pp | 69.8%-14.6pp | 69.3%-14.1pp |
| Annual return | 11.77% | 18.58%-6.8pp | 37.79%-26.0pp | 318.63%-306.9pp |
| Employer contribution / active EE | $1,065 | $1,413-24.7% | $2,357-54.8% | $2,565-58.5% |
| Participant deferral / active EE | $2,379 | $2,894-17.8% | $3,850-38.2% | $3,952-39.8% |
| Admin fee / account holder | $2,963 | $4,996-40.7% | $6,183-52.1% | $6,261-52.7% |