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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 | $27,558 | $88,672-68.9% | $105,223-73.8% | $82,448-66.6% |
| Participation rate | 31.1% | 67.9%-36.8pp | 75.0%-43.9pp | 68.1%-37.0pp |
| Annual return | 14.25% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,190 | $3,048-61.0% | $3,689-67.7% | $2,551-53.4% |
| Participant deferral / active EE | $1,821 | $4,036-54.9% | $5,072-64.1% | $4,139-56.0% |
| Admin fee / account holder | $2,570 | $7,146-64.0% | $8,859-71.0% | $7,234-64.5% |