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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 | $29,671 | $77,814-61.9% | $158,223-81.2% | $86,983-65.9% |
| Participation rate | 46.4% | 68.4%-22.0pp | 79.2%-32.8pp | 69.5%-23.2pp |
| Annual return | 16.48% | 30.54%-14.1pp | 52.09%-35.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $2,087 | $2,592-19.5% | $4,109-49.2% | $2,584-19.2% |
| Participant deferral / active EE | $2,739 | $3,270-16.2% | $5,467-49.9% | $4,194-34.7% |
| Admin fee / account holder | $1,292 | $5,879-78.0% | $16,047-92.0% | $7,856-83.6% |