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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 | $38,829 | $88,672-56.2% | $105,223-63.1% | $82,448-52.9% |
| Participation rate | 53.3% | 67.9%-14.6pp | 75.0%-21.7pp | 68.1%-14.7pp |
| Annual return | 16.82% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,505 | $3,048-50.6% | $3,689-59.2% | $2,551-41.0% |
| Participant deferral / active EE | $2,950 | $4,036-26.9% | $5,072-41.8% | $4,139-28.7% |
| Admin fee / account holder | $3,714 | $7,146-48.0% | $8,859-58.1% | $7,234-48.7% |