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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 | $35,309 | $101,950-65.4% | $125,529-71.9% | $86,983-59.4% |
| Participation rate | 48.0% | 70.2%-22.2pp | 74.7%-26.7pp | 69.5%-21.5pp |
| Annual return | 16.60% | 18.29%-1.7pp | 202.56%-186.0pp | 25.83%-9.2pp |
| Employer contribution / active EE | $1,155 | $2,358-51.0% | $3,058-62.2% | $2,584-55.3% |
| Participant deferral / active EE | $2,994 | $3,862-22.5% | $4,813-37.8% | $4,194-28.6% |
| Admin fee / account holder | $5,892 | $12,791-53.9% | $16,298-63.9% | $7,856-25.0% |