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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 | $61,391-49.1% | $149,723-79.1% | $71,529-56.3% |
| Participation rate | 15.5% | 62.5%-47.1pp | 78.8%-63.3pp | 67.9%-52.5pp |
| Annual return | 22.79% | 35.88%-13.1pp | 134.50%-111.7pp | 28.97%-6.2pp |
| Employer contribution / active EE | $1,607 | $2,384-32.6% | $4,821-66.7% | $2,590-38.0% |
| Participant deferral / active EE | $2,333 | $2,921-20.1% | $5,682-58.9% | $4,291-45.6% |
| Admin fee / account holder | $1,882 | $1,264+48.9% | $13,215-85.8% | $1,588+18.5% |