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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 | $41,674 | $71,197-41.5% | $93,669-55.5% | $80,925-48.5% |
| Participation rate | 20.0% | 60.4%-40.4pp | 68.7%-48.7pp | 67.7%-47.7pp |
| Annual return | 10.54% | 11.27%-0.7pp | 133.59%-123.1pp | 35.65%-25.1pp |
| Employer contribution / active EE | $1,222 | $1,565-21.9% | $2,424-49.6% | $2,756-55.7% |
| Participant deferral / active EE | $2,397 | $4,036-40.6% | $4,416-45.7% | $4,299-44.2% |
| Admin fee / account holder | $5,953 | $6,959-14.5% | $8,291-28.2% | $6,940-14.2% |