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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 | $27,638 | $88,672-68.8% | $105,223-73.7% | $82,448-66.5% |
| Participation rate | 48.2% | 67.9%-19.7pp | 75.0%-26.8pp | 68.1%-19.8pp |
| Annual return | 15.27% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,496 | $3,048-50.9% | $3,689-59.4% | $2,551-41.4% |
| Participant deferral / active EE | $2,636 | $4,036-34.7% | $5,072-48.0% | $4,139-36.3% |
| Admin fee / account holder | $5,865 | $7,146-17.9% | $8,859-33.8% | $7,234-18.9% |