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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 | $89,259-69.6% | $107,187-74.7% | $82,637-67.1% |
| Participation rate | 49.0% | 67.9%-19.0pp | 75.0%-26.0pp | 68.1%-19.1pp |
| Annual return | 12.93% | 21.02%-8.1pp | 204.55%-191.6pp | 53.51%-40.6pp |
| Employer contribution / active EE | $1,745 | $3,080-43.3% | $3,782-53.9% | $2,552-31.6% |
| Participant deferral / active EE | $2,814 | $4,037-30.3% | $5,096-44.8% | $4,126-31.8% |
| Admin fee / account holder | $4,758 | $7,381-35.5% | $9,162-48.1% | $7,339-35.2% |