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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 | $37,807 | $45,050-16.1% | $63,018-40.0% | $70,126-46.1% |
| Participation rate | 53.5% | 69.5%-16.0pp | 74.8%-21.3pp | 69.5%-16.0pp |
| Annual return | 15.47% | 18.76%-3.3pp | 87.62%-72.2pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,410 | $2,052-31.3% | $2,761-48.9% | $2,343-39.8% |
| Participant deferral / active EE | $2,745 | $2,466+11.3% | $3,330-17.6% | $3,332-17.6% |
| Admin fee / account holder | $2,508 | $2,834-11.5% | $3,601-30.3% | $4,645-46.0% |