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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 | $52,305 | $107,030-51.1% | $73,550-28.9% | $147,586-64.6% |
| Participation rate | 44.4% | 66.4%-21.9pp | 54.9%-10.5pp | 82.8%-38.4pp |
| Annual return | 17.64% | 38.25%-20.6pp | -15.16%+32.8pp | 578.59%-561.0pp |
| Employer contribution / active EE | $1,283 | $1,760-27.1% | $1,219+5.2% | $4,876-73.7% |
| Participant deferral / active EE | $1,711 | $2,458-30.4% | $1,804-5.2% | $5,439-68.5% |
| Admin fee / account holder | $1,871 | $3,055-38.8% | $2,320-19.4% | $10,886-82.8% |