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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 | $30,881 | $78,690-60.8% | $161,489-80.9% | $87,485-64.7% |
| Participation rate | 54.7% | 67.5%-12.7pp | 78.7%-24.0pp | 68.9%-14.2pp |
| Annual return | 17.44% | 32.74%-15.3pp | 89.72%-72.3pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,393 | $2,588-46.2% | $4,268-67.4% | $2,596-46.3% |
| Participant deferral / active EE | $2,176 | $3,311-34.3% | $5,630-61.3% | $4,274-49.1% |
| Admin fee / account holder | $4,500 | $6,724-33.1% | $16,006-71.9% | $7,775-42.1% |