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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 | $38,370 | $91,179-57.9% | $178,499-78.5% | $79,852-51.9% |
| Participation rate | 58.5% | 69.2%-10.7pp | 81.9%-23.4pp | 69.6%-11.1pp |
| Annual return | 18.64% | 24.19%-5.6pp | 151.10%-132.5pp | 31.72%-13.1pp |
| Employer contribution / active EE | $1,259 | $3,256-61.3% | $5,011-74.9% | $2,471-49.0% |
| Participant deferral / active EE | $1,626 | $3,236-49.8% | $5,202-68.7% | $3,740-56.5% |
| Admin fee / account holder | $2,623 | $6,749-61.1% | $13,986-81.2% | $5,306-50.6% |