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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 | $33,251 | $89,367-62.8% | $141,191-76.4% | $72,975-54.4% |
| Participation rate | 51.7% | 75.1%-23.4pp | 82.5%-30.8pp | 69.5%-17.8pp |
| Annual return | 21.90% | 111.87%-90.0pp | 71.41%-49.5pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,104 | $3,115-64.6% | $4,736-76.7% | $2,440-54.8% |
| Participant deferral / active EE | $2,593 | $5,419-52.1% | $6,710-61.3% | $3,608-28.1% |
| Admin fee / account holder | $1,058 | $5,957-82.2% | $10,264-89.7% | $5,124-79.4% |