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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 | $34,791 | $91,167-61.8% | $178,498-80.5% | $79,858-56.4% |
| Participation rate | 53.8% | 69.2%-15.4pp | 81.9%-28.1pp | 69.6%-15.8pp |
| Annual return | 22.38% | 24.19%-1.8pp | 151.09%-128.7pp | 31.72%-9.3pp |
| Employer contribution / active EE | $1,992 | $3,255-38.8% | $5,011-60.2% | $2,471-19.4% |
| Participant deferral / active EE | $3,762 | $3,236+16.3% | $5,202-27.7% | $3,740+0.6% |
| Admin fee / account holder | $1,452 | $6,747-78.5% | $13,985-89.6% | $5,306-72.6% |