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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 | $27,170 | $93,345-70.9% | $119,126-77.2% | $87,485-68.9% |
| Participation rate | 49.0% | 68.7%-19.8pp | 75.8%-26.8pp | 68.9%-20.0pp |
| Annual return | 12.93% | 19.08%-6.2pp | 282.11%-269.2pp | 26.06%-13.1pp |
| Employer contribution / active EE | $1,745 | $3,172-45.0% | $4,034-56.7% | $2,596-32.8% |
| Participant deferral / active EE | $2,814 | $4,099-31.3% | $5,318-47.1% | $4,274-34.2% |
| Admin fee / account holder | $4,758 | $8,039-40.8% | $10,693-55.5% | $7,775-38.8% |