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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 | $32,535 | $88,360-63.2% | $145,433-77.6% | $67,986-52.1% |
| Participation rate | 44.0% | 65.5%-21.5pp | 82.1%-38.1pp | 57.2%-13.2pp |
| Annual return | 15.72% | 63.15%-47.4pp | 66.58%-50.9pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,078 | $3,054-64.7% | $4,554-76.3% | $2,019-46.6% |
| Participant deferral / active EE | $2,151 | $5,932-63.7% | $7,897-72.8% | $3,358-35.9% |
| Admin fee / account holder | $5,056 | $3,313+52.6% | $13,129-61.5% | $3,203+57.9% |