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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 | $42,078 | $78,690-46.5% | $161,489-73.9% | $87,485-51.9% |
| Participation rate | 51.7% | 67.5%-15.7pp | 78.7%-27.0pp | 68.9%-17.2pp |
| Annual return | 13.27% | 32.74%-19.5pp | 89.72%-76.4pp | 26.06%-12.8pp |
| Employer contribution / active EE | $1,479 | $2,588-42.9% | $4,268-65.4% | $2,596-43.0% |
| Participant deferral / active EE | $2,249 | $3,311-32.1% | $5,630-60.1% | $4,274-47.4% |
| Admin fee / account holder | $815 | $6,724-87.9% | $16,006-94.9% | $7,775-89.5% |