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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 | $32,754 | $98,776-66.8% | $149,745-78.1% | $79,856-59.0% |
| Participation rate | 52.6% | 75.8%-23.2pp | 82.5%-29.9pp | 69.6%-17.0pp |
| Annual return | 19.11% | 27.38%-8.3pp | 276.72%-257.6pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,880 | $3,217-41.6% | $4,646-59.5% | $2,471-23.9% |
| Participant deferral / active EE | $3,657 | $5,681-35.6% | $6,843-46.6% | $3,741-2.2% |
| Admin fee / account holder | $5,986 | $6,053-1.1% | $9,312-35.7% | $5,306+12.8% |