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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 | $29,569 | $77,908-62.0% | $149,696-80.2% | $75,173-60.7% |
| Participation rate | 50.6% | 65.6%-15.0pp | 78.8%-28.2pp | 67.2%-16.6pp |
| Annual return | 19.22% | 31.73%-12.5pp | 134.46%-115.2pp | 160.72%-141.5pp |
| Employer contribution / active EE | $2,002 | $3,138-36.2% | $4,821-58.5% | $2,671-25.0% |
| Participant deferral / active EE | $4,457 | $3,411+30.7% | $5,682-21.6% | $4,126+8.0% |
| Admin fee / account holder | $2,209 | $5,950-62.9% | $13,212-83.3% | $5,651-60.9% |