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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 | $32,447 | $55,457-41.5% | $77,361-58.1% | $94,015-65.5% |
| Participation rate | 52.2% | 69.8%-17.6pp | 75.0%-22.8pp | 70.8%-18.6pp |
| Annual return | 15.50% | 15.57%-0.1pp | 1011.54%-996.0pp | 17.84%-2.3pp |
| Employer contribution / active EE | $1,405 | $2,255-37.7% | $2,990-53.0% | $2,790-49.6% |
| Participant deferral / active EE | $3,538 | $3,069+15.2% | $3,911-9.5% | $4,249-16.8% |
| Admin fee / account holder | $1,230 | $4,334-71.6% | $5,894-79.1% | $8,951-86.3% |