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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 | $40,937 | $78,690-48.0% | $161,489-74.7% | $87,485-53.2% |
| Participation rate | 53.3% | 67.5%-14.1pp | 78.7%-25.4pp | 68.9%-15.6pp |
| Annual return | 14.54% | 32.74%-18.2pp | 89.72%-75.2pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,230 | $2,588-52.5% | $4,268-71.2% | $2,596-52.6% |
| Participant deferral / active EE | $2,026 | $3,311-38.8% | $5,630-64.0% | $4,274-52.6% |
| Admin fee / account holder | $3,002 | $6,724-55.4% | $16,006-81.2% | $7,775-61.4% |