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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 | $33,422 | $74,535-55.2% | $100,712-66.8% | $82,637-59.6% |
| Participation rate | 47.9% | 61.2%-13.3pp | 69.3%-21.4pp | 68.1%-20.1pp |
| Annual return | 18.15% | 18.92%-0.8pp | 33.27%-15.1pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,007 | $1,503-33.0% | $2,313-56.5% | $2,552-60.6% |
| Participant deferral / active EE | $2,595 | $3,074-15.6% | $4,085-36.5% | $4,126-37.1% |
| Admin fee / account holder | $1,593 | $6,576-75.8% | $9,256-82.8% | $7,339-78.3% |