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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 | $58,098 | $88,672-34.5% | $105,223-44.8% | $82,448-29.5% |
| Participation rate | 41.6% | 67.9%-26.4pp | 75.0%-33.5pp | 68.1%-26.5pp |
| Annual return | 16.52% | 30.86%-14.3pp | 180.65%-164.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,033 | $3,048-66.1% | $3,689-72.0% | $2,551-59.5% |
| Participant deferral / active EE | $2,318 | $4,036-42.6% | $5,072-54.3% | $4,139-44.0% |
| Admin fee / account holder | $750 | $7,146-89.5% | $8,859-91.5% | $7,234-89.6% |