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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 | $32,316 | $91,179-64.6% | $178,499-81.9% | $79,852-59.5% |
| Participation rate | 46.8% | 69.2%-22.4pp | 81.9%-35.1pp | 69.6%-22.8pp |
| Annual return | 17.32% | 24.19%-6.9pp | 151.10%-133.8pp | 31.72%-14.4pp |
| Employer contribution / active EE | $1,326 | $3,256-59.3% | $5,011-73.5% | $2,471-46.3% |
| Participant deferral / active EE | $1,880 | $3,236-41.9% | $5,202-63.9% | $3,740-49.7% |
| Admin fee / account holder | $6,173 | $6,749-8.5% | $13,986-55.9% | $5,306+16.3% |