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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 | $34,191 | $43,496-21.4% | $161,489-78.8% | $64,340-46.9% |
| Participation rate | 53.0% | 53.5%-0.5pp | 78.7%-25.7pp | 55.2%-2.2pp |
| Annual return | 13.55% | 20.76%-7.2pp | 89.72%-76.2pp | 24.14%-10.6pp |
| Employer contribution / active EE | $1,024 | $1,431-28.4% | $4,268-76.0% | $1,862-45.0% |
| Participant deferral / active EE | $2,342 | $1,996+17.4% | $5,630-58.4% | $2,980-21.4% |
| Admin fee / account holder | $3,824 | $2,330+64.1% | $16,006-76.1% | $3,703+3.3% |