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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 | $36,487 | $88,672-58.9% | $105,223-65.3% | $82,448-55.7% |
| Participation rate | 53.5% | 67.9%-14.4pp | 75.0%-21.5pp | 68.1%-14.5pp |
| Annual return | 16.24% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,031 | $3,048-66.2% | $3,689-72.1% | $2,551-59.6% |
| Participant deferral / active EE | $2,391 | $4,036-40.7% | $5,072-52.8% | $4,139-42.2% |
| Admin fee / account holder | $2,677 | $7,146-62.5% | $8,859-69.8% | $7,234-63.0% |