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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 | $31,234 | $61,295-49.0% | $149,682-79.1% | $71,476-56.3% |
| Participation rate | 15.5% | 62.5%-47.1pp | 78.8%-63.3pp | 67.9%-52.5pp |
| Annual return | 22.79% | 35.86%-13.1pp | 134.35%-111.6pp | 28.85%-6.1pp |
| Employer contribution / active EE | $1,607 | $2,380-32.5% | $4,818-66.7% | $2,589-37.9% |
| Participant deferral / active EE | $2,333 | $2,918-20.0% | $5,681-58.9% | $4,290-45.6% |
| Admin fee / account holder | $1,882 | $1,262+49.2% | $13,210-85.7% | $1,587+18.6% |